Chiram

Choose a file to upload the Holdings data CSV.

Download the Sample Template for Holdings

Choose a file to upload the expense/trade data CSV.

Download the Sample Template for Trade Data

Click the below button to process TradeData and generate new Holdings

Make sure that you have uploaded the Holdings data and Trade data first and then click the below button. Make sure to not process same Trade Data twice which could lead to invalid Holdings.

Final Holdings after processing:

      Total Holdings:       Amount Recoverable:
No Records to Display