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Holdings Tank
Everything you need to know about managing your shares, cryptos and other assets
12 articles
What is a Ticker and how does it work in Holdings Tank?Tickers and exchanges available and how it relate to shares and cryptos.
How to add shares and crypto tradesA few simple steps to add or edit any asset types in seconds to monitor your whole investment portfolio in one place!
How to import shares and crypto trades in bulkGot lots of trades? You can create a template and import multiple trades into TaxTank in bulk.
How to sell shares, cryptos or other assetsSell all or part holdings for any asset in Holdings Tank and we'll auto calculate the capital gain or losses.
How to edit a buy for shares, cryptos and other assetsWe show you how easy it is to edit or delete a buy in Holdings Tank
How to create a Ticker and add unlisted assetHow to create custom tickers and add any asset of any kind in Holdings Tank.
How do I update the Market Value of an unlisted asset?From the ticker tab update market values whenever you need in seconds
How often is the market value updated in Holdings Tank?We pull live market values for listed stocks, shares, ETF's and cryptocurrencies.
Why do I need to convert my holdings to Australian Dollars (AUD)?When adding or selling stocks, shares or cyptos enter the AUD price.
What's the difference between 'Held in my name' and 'Held in other'?You can add assets in Holdings Tank held in your name, trusts or even companies.
How to add incomes for stocks, shares or cryptosManage dividends, interest, distributions or yields for staking to know you tax position all year round.
How to manage dividend re-investments, bonus share issues and share splits in TaxTankWhat kind of extra functionality is available in the Holdings Tank to manage special offerings and company events that affect my shares?