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    All you need to know about Buy Now Pay Later (MTF) while investing in Stocks...
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    How do I add or modify the transactions in my Stocks Portfolio?

    I. Addition of shares in Portfolio

    Old website:

    You can manually add or modify entries on the Stocks Portfolio page. To go to the Stocks Portfolio page, follow the path below:

    a. Login to ICICI Direct website.

    b. Go to Stocks tab.

    c. Click on Portfolio.

    The different ways to update your Stocks Portfolio are as follows:

    A. Through Advance Options-

    -> Go to Stocks > Portfolio > Click on Advance Options > Click on Add New Transaction Manual > Add new transactions

    B. Through Transaction History-

    -> Go to Stocks > Portfolio > Under Actions column, click on icon for the stock in which you want to add manual entries > Click on Transaction History > Click on Add Transaction

    C. Through File upload-

    -> In case you want to upload multiple transaction entries in bulk, the file containing the details can be uploaded through the File Upload option - Go to Stocks > Portfolio > Click on Advance Options > Upload New Transaction

    II. Modification of purchase price in Stocks Portfolio

    Through Old website:

    To modify/edit the purchase price of a transaction, follow the steps below:

    1. Login to ICICI Direct website. Click here to login.

    2. Go to Stocks tab > Portfolio

    3. Click on the three dots under the Actions column for the stock.

    4. Click on Transaction History.

    5. Select the checkbox of the relevant transaction. Now, edit the purchase price.

    6. Click on Submit.

    Through New Website:

    1. Login to ICICI Direct website.

    2. Under Stocks, click on Portfolio.

    3. Click on the three dots under Action column.

    4. Click on Transaction History.

    5. Click on Edit Transactions. Modify the transaction(s) and click on Save.

     

     

    Why are my MTF shares not shown in Demat Holdings on ICICI Direct? How do I add shares to my Portfolio? How can I transfer shares bought on another broking platform to my ICICI Direct demat account? Why is there a sudden drop in the P&L on my shares in Portfolio? How is the calculation of Profit and Loss done in the Portfolio? Why is the quantity of shares in my Demat account not matching the quantity in my Portfolio? Can I manually add and edit entries on Portfolio? Will my manual entries have an impact on my Capital gains or P&L statement? How can I see corporate action entries (Split/Bonus/Merger/Demerger) in my Portfolio? How is the average price of stocks determined in Portfolio as per FIFO method? Can I see the details of the stock that I held in the past but do not hold today? How is the computation of “Qty held for more than 1 year” done? Why are the demerger shares I received reflecting under my Demat Holdings but not in my Portfolio? Why have I not received split or bonus shares in my Portfolio? How are intraday transactions (Buy/Sell) treated in Capital Gains? Why am I not able to add shares in my Portfolio? How do I allocate shares in my Demat Account? How to update cost price in Portfolio? What is the difference between Portfolio page and Demat Holdings page?