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How to add Bonds

To add a bond to your portfolio, you first need to have an Investment Account created.

Steps to add a bond:

  1. Navigate to your Investment Account page.
  2. Click the + Add button next to the Bonds section.
  3. Enter the Bond Name.
  4. Fill in the Quantity bought.
  5. Enter the Price per Bond (single bond price).
  6. Select the Currency of the bond.
  7. Fill in the Interest Rate (%).
  8. Enter the Tax Rate (%) if applicable.
  9. Select the Bond Placement Date.
  10. Select the Bond Payout Date.
  11. Select the Payment Frequency.
  12. Click Add.
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