Adding International Private Equity to Your MProfit Portfolio

In this article, you'll learn how to add your international private equity investments to your MProfit portfolio.

Step 1: Navigate to the plus icon to begin the process.

Step 2: Click on Add Transaction.

Step 3: From the Asset class dropdown, 

Step 4: Choose Private Equity.

Step 5: Click on select.

Step 6: In the transaction type, click on the dropdown.

Step 7: Select the nature of your transaction. For this tutorial, we're choosing Buy.

Step 8: For Asset name, if it's your first time, click on the plus icon.

Step 9: Click on New Asset.

Step 10: Type the name of the asset and click on Save.

Step 11: Select the transaction date, enter the quantity, and mention the rate.

Step 12: Mention the commission amount.

Step 13: Add any narration and click on Save.

That's how you add entries for your private equity assets. If you need to apply corporate actions to your private equity investments, follow these additional steps:

Step 14: Click on the down arrow for the asset.

Step 15: Navigate to other transactions. Here, you'll see all the various types of corporate actions you can apply to your private equity investments.

And that's it! You've successfully added your international private equity investments to your MProfit portfolio.