How To Add Contracts

There will be instances where you will need to manually add contracts into your Unrealized P/L. This is because the online platform/App only records the buy and sell trades done through Lim & Tan; it does not record quantities that were:

bought through other broking houses
bought via IPO
bought via rights issues
bought via bonus issues
bought via scrip dividends
transferred from other CDP accounts

Another instance where you will need to manually add a contract is when your CPF/SRS trade has been revoked to cash. You will have to manually delete the CPF/SRS trade via Portfolio Management and create a new cash contract under Add Contracts.

Here's how to add contracts:

Step 1: Go under Portfolio > Add Contracts. Fill up all the details accordingly and click Add. You may also add remarks for your reference.

This step is also available on Mobile Apps, under Portfolio > Add Contracts.

Online Trading Platform

Step 2: After adding, go to Portfolio > Unrealized P/L to check your portfolio. You can right-click on the stock name and select "Portfolio Details" to see the entry.

Online Trading Platform