How to Check Portfolio Alignment

Using excel/csv file

We are offering this to our existing Subscribers and Registered Users even before they formally sign up for Omega. Here are the steps for using Omega with a excel/csv file:

  • Talk to our advisor and get access to Omega and help on the following steps.
  • Download your portfolio from your broking platform
  • Upload your portfolio on Omega using <Omega> , <Import portfolio> tabs. Select Upload from csv/excel file radio button and the option form the drop down box.
  • Follow the instructions. Enter the amount of cash you plan to add. Browse to add the file from you computer. Click Upload and Preview.
  • Study the recommendations made by Omega including the reasons for selling a particular stock
  • If you don’t wish to act on a particular recommendation uncheck the box alongside the name and run Omega again using the Save & run again button
  • Call our advisor for any clarifications

Using Zerodha

Here are the steps for using omega using Zerodha

  • Talk to our advisor and get access to Omega and help on the following steps.
  • Upload your portfolio on Omega using <Omega> , <Import portfolio> tabs. Select the radio button for Zerodha.com and click Next
  • You are directed to the Zerodha platform where you login in
  • You will re redirected to the Moneyworks4me page once your portfolio is imported.
  • Study the recommendations made by Omega including the reasons for selling a particular stock
  • If you don’t wish to act on a particular recommendation uncheck the box alongside the name and run Omega again using the Save & run again button
  • Call our advisor for any clarifications