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Holdings Tank
Everything you need to know about managing your shares, cryptos and other assets
13 articles
What is a Ticker and how does it work in Holdings Tank?Learn how tickers streamline asset tracking and enhance investment management.
How to add shares and crypto tradesLearn to add shares and crypto trades seamlessly in TaxTank to track and ensure accurate portfolio management reporting.
How to import shares and crypto trades in bulkLearn how to import shares and crypto trades in bulk in Holdings Tank to save time and effort.
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 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 create a Ticker and add unlisted assetLearn how to create tickers and add unlisted assets in TaxTank to customise your asset tracking.
How to update the Market Value of an unlisted asset?Learn how to update the market value of an unlisted asset in TaxTank.
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.
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 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 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 a Dividend ReinvestmentThis article shows you have to easily add dividend reinvestments, accounting for both the income and new share holdings.