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Add assets – hybrids

When you select Hybrids as the Entity Type, Mclowd will display the Holdings drop-down.

Refer to Selecting Holding Type, if necessary, for assistance to select from this drop-down.

If you are adding to an existing holding, it will be displayed on this list for selection.

 

 

 

 

 

  • For listed Hybrids, start typing the Stock Code and select the Asset. Select Listed
  • For unlisted or foreign Hybrids, simply type the Stock Code and Asset Name
  • Select listing status
  • Optionally enter HIN/SRN and/or Holder Number
  • Complete the entry be entering the date of purchase, Total cost of acquisition, and Volume acquired
  • Mclowd will calculate the price per unit