How to add stocks to Value Research portfolio manager? Here is a step-by-step guide to adding and viewing individual stocks to your portfolio on Value Research. Also, learn how to add foreign stocks.
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How to add stocks to Value Research portfolio manager?

Here is a step-by-step guide to adding and viewing individual stocks to your portfolio on Value Research. Also, learn how to add foreign stocks.

Did you know that you can add individual companies to your portfolio on Value Research and track their performance? This is how you can do it.

How to add stocks to Value Research portfolio manager?

  • After that, you can add investments by clicking on 'Add/Modify' option and selecting 'Add Investments' option from the dropdown menu.

How to add stocks to Value Research portfolio manager?

  • Upon selecting, you will get a dialog box asking what kind of investment you want to add. Select the 'Stocks' option.

How to add stocks to Value Research portfolio manager?

  • Once you select the 'Stocks' option, then you can type the company's name in the stock name section. If you had bought the stock on a prior date, then you can add the date and our tracker will fetch the price as of that date. As you can see in the picture below, we have simulated that 100 shares of Hindustan Unilever were bought on July 7, 2016, and it fetched the price as of that date.

How to add stocks to Value Research portfolio manager?

But wait, what about dividends? Our tracker can also track the dividends issued since you have bought the shares! As you can see in the picture below, based on the company's dividend history, our portfolio manager automatically loads all the dividends you would have received since purchasing the stock. It is calculated based on the number of shares you held. Thus the dividend amount is for your entire holdings and not on a per-share basis.

How to add stocks to Value Research portfolio manager?

Some of you might have US stocks in your portfolio. Can you add those stocks to your portfolio manager too? Absolutely! Is the process to add them any different than the one described above? Not at all. As you can see in the picture below, we have added Walmart (all you need to do is type Wal and the name will pop automatically). We stated that the transaction was made in 2013, and the tracker fetched the price automatically.

How to add stocks to Value Research portfolio manager?

Once again, similar to Indian stocks, our portfolio manager also tracks the dividends of US stocks. So if your company has issued any dividends during the period, they will be recorded. In the picture below, we can see Walmart's dividend issues since our purchase.

How to add stocks to Value Research portfolio manager?

Suggested read: How to create your portfolio on Value Research


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