In Holdings Tank you can add any stocks, shares, ETF's, Cryptocurrencies or other assets that you own quickly and easily from any tab. Both shares and cryptos are added the same way.
Head to the Trades tab and then simply select the 'Buy' button to open the pop-up, and then choose the relevant asset type (Share, Crypto or Other) from the top menu.
Then choose how you own the asset. By default we will select 'Held in my name' which means you own the asset in your name, however select 'Held in other' for any assets bought in a trust, company or SMSF. These trades will be excluded from your Tax Summary.
For listed shares and cryptos start typing to select the ticker from the dropdown. For shares we will show the company name and exchange to ensure the right one is selected. For crypto we will show the coin name.
Then simply enter the BUY price in Australian dollars (AUD), the number of units bought and still held, any fees (also in AUD) and the date you bought them. Attach the statement for safe keeping, select the 'Buy' button, and wallah you're done!
I made a mistake, how do I edit?
If you make a mistake you can delete or edit any of the information quickly and easily.
To edit a BUY, head to the Trades tab and scroll or search to find the ticker you need to fix, and then select the pencil icon to edit the buy. Make any changes you need to make to any of the fields in the pop-up, or attach a new document, and then select the 'Save' button.
To delete the BUY, select the bin icon and confirm the deletion.
