This guide walks through the process of tracking gold investments using the InvestMates app. It provides detailed instructions on how to add, edit, and delete gold investments.
Step 1: Access the portfolio section of the app. Select the portfolio option.
Step 2: Navigate to the holding screen from the dashboard. Select the gold tap to add option.
Step 3: Manually add your gold transactions.
Step 4: Enter the details of your gold investment.
Step 5: If desired, add another investment.
Step 6: To view the details of your investment, select the investment you added manually.
Step 7: Find and select the edit option to edit your investment.
Step 8: Enter the value of your investment and save it.
Step 9: Track the invested amount.
Step 10: If necessary, edit the details of your investment.
Step 11: Change the weight of your gold investment.
Step 12: After making changes, view the corrected PNL.
Step 13: Check if PNL is updated.
Deleting an Investment
Step 1: If you want to delete an investment, select the investment you want to delete. Then, click on the delete option.
Step 2: Confirm that you want to delete the investment.
Step 3: After confirming, view the updated overall PNL.
Congratulations! You've successfully tracked your gold investments using the InvestMates app.