Holdings Tank
Learn everything you need to manage your shares, crypto, and other assets with TaxTank. Track performance, calculate tax, and stay organised.
25 articles
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.
- 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.
Adding Your Investments
Learn how to manually add or bulk import your shares and crypto trades into Holdings Tank, including how to sync with Sharesight and troubleshoot any mismatched tickers.
- How to add shares and crypto trades (not in bulk)Learn to add shares and crypto trades seamlessly in TaxTank to track and ensure accurate portfolio management reporting.
- How to bulk import Crypto buy and sell tradesLearn how to bulk import your crypto trades into TaxTank using a CSV file for quick and easy tracking of your holdings and CGT calculations.
- How to bulk import shares trades from any platformLearn how to import shares and crypto trades in bulk in Holdings Tank to calculate your current holding balances and any Capital Gains Tax.
- How to create a Ticker and add unlisted assetsLearn how to create tickers and add unlisted assets in TaxTank to customise your asset tracking and keep your portfolio accurate.
- How to allocate a share or ETF purchaseLearn how to allocate a share or ETF purchase in TaxTank when transferring money to a broker, including how to record the trade correctly and handle any leftover cash.
- How to Integrate Sharesight with TaxTankIntegrate your Sharesight personal portfolio with TaxTank to eliminate manual data entry and maintain a live tax position year-round.
- What to do when a Ticker doesn’t match when importing in Holdings tankLearn how to fix unmatched tickers in TaxTank’s Holdings Tank when bulk importing using CSV.
- What to do when Tickers don't match when syncing with Sharesight Learn how to fix unmatched Tickers when syncing TaxTank with Sharesight, from delisted stocks to updated codes and custom entries.
- What to do if you can’t upload or import your trades into the Holdings TankLearn why you may be experiencing issues uploading your trades, and how to fix formatting errors or use the correct CSV template.
Managing Holdings
Find out how to sell assets, edit past trades, and update the market value of your investments to keep your portfolio accurate and up to date in TaxTank.
- How to edit a buy for shares, cryptos and other assetsLearn how to edit buy transactions for shares, cryptos, and other assets in TaxTank to maintain precise investment records.
- How to sell shares, cryptos or other assetsLearn how to sell all or part holdings for any asset in Holdings Tank and auto calculate the capital gain tax or loss.
- How to update the Market Value of an unlisted asset?Learn how to update the market value of an unlisted asset in TaxTank.
- How to remove Trades imported via CSV in Holdings TankLearn how to remove imported CSV trades in Holdings Tank, delete bulk trade imports, and fix errors by removing files quickly and cleanly.
Tracking Investment Income
Track all types of investment income in Holdings Tank — from dividends and reinvestments to staking rewards, interest from trusts, partnerships, and term deposits.
- How to add incomes for stocks, shares or cryptosLearn to add incomes for stocks, shares, or cryptos to ensure accurate income tracking and optimise your investment portfolio management.
- How to add income from dividendsLearn how to add and track dividends with grossed-up amounts to ensure accurate income and tax offsets, maximising your refunds.
- How to add a dividend reinvestmentThis article shows you have to easily add dividend reinvestments, accounting for both the income and new share holdings.
- How to manage dividend re-investments, bonus share issues and share splitsDiscover how to manage dividend re-investments, bonus share issues, and share splits to ensure accurate dividend tracking.
- How to add income from stakingLearn how to accurately add staking income in the Holdings Tank to optimise your portfolio and stay on top of your earnings.
- How to add interest from other investmentsLearn how to add interest from other investments in Holdings Tank to maintain accurate income tracking for your portfolio.
- How to add interest from term depositsLearn how to add term deposit interest in the Holdings Tank to ensure clear and accurate income tracking for your investments.
- How to add interest distribution from partnershipsLearn how to add partnership interest distributions in Holdings Tank to ensure precise income tracking and financial management.
- How to add interest distribution from trustsLearn how to record trust interest distributions in the Holdings Tank for seamless income tracking and accurate portfolio records.