Off-Platform Holdings - Underlying Assets

This article is a continuation of Creating an Off-Platform Holding.

To add underlying assets to a holding, click into the Underlying Assets tab:

Click New

Complete the details of the asset.

Either leave Underlying asset type to All or use the drop down to narrow the search:

Search for the asset using either Citicode, SEDOL, ISIN, and MexID (where supported by the provider)

As you enter the units, the value will automatically calculate:

If you would prefer to enter the value, it will automatically calculate the units:

Once complete, Save

Once saved you will be taken to the holding detail screen. The holding now reflects the asset details:

For further information on Holdings, see article: Off-Platform Holdings - Contributions