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.
Step 1: Head to the Trades Tab
Inside Holdings Tank, head to the Trades tab and select the Buy button.
This will open the trade pop-up window.
From the top menu, choose the relevant asset type:
Share
Crypto
Other
Step 2: Choose How the Asset is Owned
Next, choose how the asset is owned.
By default, TaxTank will select Held in my name, which means the investment is personally owned by you and included in your Tax Summary calculations.
Select Held in other for any investments owned by:
A trust
A company
An SMSF
Another entity
Trades marked as Held in other will be excluded from your personal Tax Summary.
Step 3: Select the Asset
For listed shares and cryptocurrencies, start typing the ticker or asset name into the search box.
For shares, we’ll display:
The company name
The stock exchange
This helps ensure the correct investment is selected.
For crypto, we’ll display the coin name.
Step 4: Enter the Trade Details
Enter the following information:
Buy price in Australian dollars (AUD)
Number of units purchased and still held
Any brokerage or fees (also in AUD)
The purchase date
You can also attach the trade confirmation or statement for safe keeping.
Once complete, select the Buy button to save the trade.
How to edit a share or crypto trade
If you make a mistake you can delete or edit any of the information quickly and easily.
Head to the Trades tab.
Search or scroll to find the investment you want to update.
Select the pencil icon next to the trade.
Update any of the fields inside the pop-up window, including attaching a new document if required.
Select the Save button.
How to delete a trade
Locate the trade inside the Trades tab.
Select the bin icon.
Confirm the deletion.
FAQ
Q: How do I add jointly owned shares or crypto?
A: If you jointly own shares or crypto with another person, you would normally only add your ownership portion into your own TaxTank account.
For example, if the investment is owned 50/50, you would simply enter:
50% of the units
50% of the purchase value
50% of the fees
under Held in my name.
You only need to create a second entry under Held in other if you also want to track the other owner’s portion within the same account for overall portfolio tracking purposes.
Otherwise, if each owner has their own TaxTank account, they would normally just track their own ownership portion separately.