KripaShreeApps / Nafa / Guides
How-to guides
Import your data
Nafa builds your portfolio and real profit from the files you already export from MeroShare and your broker's TMS. You never type in your MeroShare or TMS password: you download each file yourself and open it in Nafa, which reads it on your phone.
- 01Which files to import, and in what orderThe quickest route from an empty app to an accurate portfolio and realized profit.
- 02How to export the WACC report from MeroShareMeroShare · Sets the weighted average cost of every scrip you hold.
- 03How to export My Portfolio from MeroShareMeroShare · Sets the units you hold and their latest prices.
- 04How to export Transaction History from MeroShareMeroShare · Adds IPOs, bonus shares, rights and transfers.
- 05How to export the trade book from TMSTMS · Every buy and sell with its price, used to work out realized profit.
- 06How to export sell settlements from TMSTMS · Checks Nafa's realized profit against what your broker paid.