Company Investment Form

General Investment Details

Investment Type

Investment Details

Investment Summary

Investment Type Amount (₹) Details

Help

Use the prompt to quickly fill the company investment form. Ensure your prompt follows the specified format for accurate parsing.

Tips for Writing Prompts:

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Follow this prompt format:

Create an investment for company on in department recorded by with type amount start date [type-specific fields] [notes ]

Keywords (use exactly as shown): Create, investment, for company, on, in department, recorded by, with type, amount, start date, notes

Type-Specific Keywords and Fields:

  • fd: bank , fd number , maturity , interest
  • gold: quantity , rate
  • shares: company , quantity , rate
  • bonds: issuer , quantity , face value
  • mutual-funds: fund , units , nav
  • crypto: type , quantity , rate
  • foreign-currency: currency , amount , rate
  • emd: purpose , ref

Values:

  • company_name: Name (e.g., ABC Corp)
  • investment_date: YYYY-MM-DD (e.g., 2025-04-25)
  • department: Name (e.g., Finance)
  • recorded_by: Name (e.g., John Doe)
  • investment_type: fd, gold, shares, bonds, mutual-funds, crypto, foreign-currency, emd
  • investment_amount: Decimal (e.g., 100000.00)
  • start_date: YYYY-MM-DD (e.g., 2025-04-25)
  • notes: Text (e.g., Long-term investment)

Examples:

  • Create an investment for company ABC Corp on 2025-04-25 in department Finance recorded by John Doe with type fd amount 100000 start date 2025-04-25 bank SBI fd number FD123456 maturity 2026-04-25 interest 6.5 notes Long-term investment
  • Create an investment for company XYZ Ltd on 2025-04-26 in department Treasury recorded by Jane Smith with type shares amount 50000 start date 2025-04-26 company Reliance Industries quantity 50 rate 2000