ET Portfolio Wizard User Guide

Welcome to all new ET Portfolio Wizard !!!

Just three easy steps will enable you manage your resources better

1. Create a Login

2. Setup account properties

3. Register transactions

Login Page

1.1.

2.2.

If you already have a ET Portfolio Account, please enter your

username and password to log-in.

New users can register for new ET Portfolio Wizard through

Sign Up, so go ahead it’s free!!

Sign Up Page

Once the registration is complete, you will be redirected to ET

Portfolio Wizard’s Login Page

1.1.

2.2.

Please fill in your personal details and choose a Login ID

and Password to complete the registration process.

Portfolio Snapshot Page

When you login for the first time this is how the portfolio will look. Now you need to configure your account as per your personal preferences and start using ET Portfolio

Wizard.

Navigation Tabs

Your Investment Summary

1.1.

4.4.3.3. Family Member View and

Currency Settings

Alerts and Reminders that you have set as well as important alerts that ET Portfolio Wizard’s raises for your attention. 5.5.

2.2.

Set Up Account Properties

You can click on utilities to configure your account.

What all should I configure?Bank AccountsBroker AccountsDemat AccountsCurrency Settings, if you want reports in currencies other than INR. Family ManagementEmail ID, etc.

1.1.

Account Properties Page

Why to set up my account?- ET Portfolio Wizard is a smart tool that works on Double-Entry-Book Keeping. It is capable of becoming

your Personal Accountant. Specific configuration of your Bank Account, Demat Accounts and Broker Accounts will help you in the long term as all your transactions will have proper Debit and Credit heads from beginning and will save you lot of cleanup efforts once full-fledged Personal Accounting Module is available.

Very soon you can add details of your family members and manage multiple portfolios. A separate account will be there for every member

Set your currency settings

You can enter your Bank/Broker/Demat account details here

2.2.

4.4.

1.1.

3.3.

Why Family Management?- Soon with Family Management feature you will be able maintain portfolio of all your family members within

ET Portfolio Wizard. Your family’s master ID will get an independent as well as integrated view of all individual members. You can also provide independent access to each family member to view and monitor their individual portfolios through a separate login ID. This feature will be enabled soon.

Add Family Details

Add family members1.1.

2.2.

Why Bank/Demat/Broker Management?

- By registering your account details you can keep a track of your bank account status. This will also help you in filing taxes as all your dividend and interest component will be automatically exported to your tax return

Add Account Details

Enter your account details

2.2.

1.1.

Set Up Account Properties

Enter your Bank a/c details1.1.

Set Up Account Properties

Enter your Demat a/c details1.1.

Set Up Account Properties

Enter Broker details1.1.

Set Up Account Properties

Add currency settings

Why currency settings?

- Selecting currency settings will help you in pulling out reports in currencies other than INR

1.1.

2.2.

Register Transaction

You can enter transactions by clicking on respective heads

like Equity, Mutual Funds etc.1.1.

Existing portfolio users can see a snapshot of their investments here. To further edit transactions you can click on different heads like- Equity, Mutual Funds etc.

2.2.

Why Upload Wizard?

- With Upload Wizard you have the choice of uploading bulk transaction history by loading the same in an excel file/by simply copying and pasting the data in the Upload Wizard tool/by uploading contract notes. Upload Wizard will automatically read the data, validate it and upload the same into your portfolio. 

Register Equity

You can Add single or multiple equity transaction

from here

You can also import contract notes and transaction

statements in excel format

1.1.

2.2.

3.3.

Uploading Excel File

To upload excel file in your portfolio

select this option1.1.

Uploading Excel File

Browse file from the specified location to

be uploaded1.1.

Uploading Excel File

Click on the button to upload excel files1.1.

Uploading Contract Notes

Select broker from the list1.1.

Uploading Contract Notes

Select the option for contract note1.1.

Uploading Contract Notes

Browse contract notes from the specified location

to be uploaded1.1.

Uploading Contract Notes

Click on the button to upload contract notes1.1.

Uploading Contract Notes

Confirm uploaded transactions1.1.

Uploading Contract Notes

Check the transactions and confirm them1.1.

Confirm selected transactions2.2.

Register IPO

You can add IPO details from here1.1.

Register Mutual Funds

You can add/edit Mutual Fund transactions1.1.

Register Mutual Funds

Select company name from the list1.1.

Register Mutual Funds

Select Fund name from the list1.1.

Register Mutual Funds

Select fund purchase date1.1.

Register Mutual Funds

Enter NAV per unit value and number of unit purchased1.1.

Register ESOP

You can add/edit ESOP details1.1.

Register Derivatives

You can add/edit Derivative details1.1.

Register Fixed Income

You can add/edit fixed income detail1.1.

Register Real Estate & Others

You can add/edit real estate, gold and silver investments1.1.

Add Market Watch List

Create a market watch list to keep a track of Equities1.1.

Why market watch list?

- By creating market watch list, you will stay updated about latest news pertaining to equities and mutual funds of your choice

2.2.

Add Market Watch List

Create multiple Equity watch list1.1.

Add Market Watch List

Create a market watch list to keep a track of Mutual Funds1.1.

Add Market Watch List

Create multiple Mutual Fund watch list1.1.

Add Reminders

You can create important reminders1.1.

Why Reminder?

- By registering reminders you will never miss an important deadlines, due date and birthday or anniversary

2.2.

Add Reminders

Add and view reminders1.1.

Add Reminders

Enter your reminder details1.1.

Thank you for choosing ET Portfolio Wizard!!!

For any further assistance write to us at portfoliosupport@indiatimes.co.in

We would appreciate your valuable feedback

-ET Portfolio Team