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