Importing Multiple Contract Notes using Investar

At Investar, we have always tried to make life easy for our end-users and in that spirit, we have been working on a feature called “Multiple Contract Note Import” for our Portfolio Manager.

This feature makes it very easy to import multiple contract notes (a 1000 transactions can be imported in less than 20 secs) from a broker in one shot. We introduced this feature in the version released on 19th Nov, 2010. The following video demonstrates how to use it.

If you like the feature and would like support for your broker, you can request it in our Broker Import section.