M+MeroShare Plus

Private portfolio setup

Your portfolio, clearly in view.

Import your MeroShare WACC records once, then return to a private daily view of current value, gains, allocation and the market.

Demat and WACC data remain in this browser. Live market prices add context without moving your records off the device.

One-time setup

Prepare your MeroShare data

Step 1 of 3

Declare your WACC

Complete your purchase source details in MeroShare.

Open MeroShare
  • Sign in with your DP, username and password.
  • Go to My Purchase Source.
  • Declare every stock that does not have a WACC.
  • Confirm all stocks you currently hold are included.

Step 2 of 3

Download the CSV

Export the completed WACC list without changing the file.

  • Check that your current holdings appear in the list.
  • Select CSV in the top-right corner.
  • Keep the downloaded file unchanged.

Step 3 of 3

Upload and review

Choose the CSV downloaded from MeroShare. Review every scrip, quantity and WACC before saving it to this device.