What data formats are supported while adding Stocks Transactions?
Print
Created by: IFA Support Admin
Modified on: Tue, 29 Dec, 2015 at 1:25 PM
| Stock
Unique Code |
In order to map
the transactions to a client you should either provide "Stock Unique Code" or "PAN". If you have the data then enter it through
the "Client Data" option. |
| Trade Date |
dd/mm/yyyy |
| Scrip Code (BSE/NSE) |
Should be exactly as
provided by BSE/NSE. DO NOT enter Scrip Names. We need codes! |
| Trade Price |
Compulsory. Number
format only. Decimals allowed |
| Purchase Quantity |
Number format only.
Decimals allowed |
| Purchase Amount |
Number format only.
Decimals allowed |
| Sales Quantity |
Number format only.
Decimals allowed |
| Sales Amount |
Number format only.
Decimals allowed |
| Brokerage |
Number format only.
Decimals allowed |
| Service Tax |
Number format only.
Decimals allowed |
| Securities Transaction Tax |
Number format only.
Decimals allowed |
| PAN |
In
order to map the transactions to a client you should either
provide "Stock Unique Code" or "PAN". If you have the
data then enter it through the "Client Data" option. |
| Trade/Order Number |
Not compulsory but if
you have it enter it to avoid duplicates |
Ifa is the author of this solution article.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
