Investment In Other Funds

The Investment in Other Funds panel allows you to add details of investments made by the investor in other funds. The details included are:

• Fund Name: Displays the fund name in which investment has been made. Choose from the drop down list.
• Year Of Investment: Displays the year of investment.
• Currency: Displays the fund currency.
• Amount: Displays the investment amount.
• Notes: Enter notes, if any.

To modify Investment in Other Funds details, follow the below steps:

1. Click on the Add Investment button in the top right corner of the panel.

2. Update the details and click Check()  button from Actions column to save. 

3. To edit other fund details, click on the Edit icon () in the Actions column. Update the details and click on Check () button to save.

4. To delete other fund details, click on the Delete icon () in the Actions column. The delete window is displayed. Click OK to delete the other fund details.