This article is a continuation of Creating an Off-Platform Holding.
To add underlying assets to a holding, click into the Underlying Assets tab:
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