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 <Roboadvisor> , <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