Articles on: Positions and Transactions

What can I do on the Manage Custom Assets page?

Here are the main things you can do on this page:

Add Real Estate, Real Asset and Unlisted Asset data
Once the assets have been created, they will be consolidated on the relevant summary page. Here you can edit them and add more data as it becomes relevant (i.e. any income received)

An important point to remember:

Once these have been created, they will not automatically be added to a portfolio. The user / owner must do this from the add transactions page.

Updated on: 05/04/2023

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