After you've uploaded a client's equity, it's important to continuously add individual sales as you get this information from your client. This article will walk through how to manually add a sales entry for a client.
Adding an individual sale
1. After a client has informed you of an upcoming sale, head to the Equity page under that client's account.
2. Under Client Equity, select the specific row of grants that you'll be applying the sale to.
3. On the overview page for that grant, select the History dropdown menu to open it. Once opened, select the add (+) button to add the sale.
4. Add the Date of the Sale, the Action Type (Sell), the Quantity, and the FMV when sold. Once this information has been entered, select the checkmark under Actions to save the sale.
5. If available, when adding a sale, Gemifi suggests prioritizing a quantity of grants that is less than or equal to the number of LTCG Eligible grants.
