Getting Started
New to Holdings Tank? Start here to understand how tickers work, how to add unlisted assets, and how to get your portfolio set up correctly in Australian Dollars.
4 articles
What is a Ticker and how does it work in Holdings Tank?Learn how tickers streamline asset tracking and enhance investment management.
Why you need to convert holdings to Australian Dollars (AUD)Learn the importance of converting holdings to Australian Dollars (AUD) in TaxTank for accurate portfolio valuation.
What's the difference between 'Held in my name' and 'Held in other'?Understand the distinction between 'Held in My Name' and 'Held in Other' to gain insights and comprehensive portfolio management.
How often is the market value updated in Holdings Tank?Understand the frequency of market value updates in TaxTank to stay informed about asset valuation changes.