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Direct equities – opening balances

Having selected Direct Equities as the Asset Type, you need to choose whether to create a New Holding only or a New Holding and Parcel.

If you have existing holdings, refer to New vs Existing Holdings.

If the Equity is listed on the ASX start typing the stock code to select it. Select ‘Listed’ in Listing Status.

For listed entities, Mclowd displays HIN and SRN fields. Filling these is optional.

Complete the form by entering the Purchase Date, Total cost of acquisition and Volume acquired. Mclowd will calculate the cost per share.

For unlisted or foreign equities, simply type the Stock Code and Asset Name and complete the form in the same manner.