Nafa guide
Which files to import, and in what order
The quickest route from an empty app to an accurate portfolio and realized profit.
Steps
- Import the WACC report from MeroShare. It sets your average cost for each scrip.
- Import My Portfolio from MeroShare. It sets your current units and prices.
- Optional: import Transaction History from MeroShare and the trade book from TMS, so Nafa can work out profit on shares you have sold.
- Optional: import sell settlements from TMS to check that profit against what your broker actually paid.
Good to know
- Use Import file in the top-right menu for every file. Nafa recognises which export it is and shows a preview before changing anything.
- Tracking family members' demat accounts? Add each one under Manage accounts, and switch to an account before importing so its files go to the right place.
Nafa reads each file on your phone and never asks for your MeroShare or TMS password. Nafa is an independent app and is not affiliated with NEPSE, CDSC, MeroShare or any broker.