What can I do in the Holdings window?

To access the Holdings window, select the Portfolio in question and press the “+” symbol next to it to expand sub folders. You should notice Shares | Funds | Fixed Interest as the first available sub folder which will have a “+” next to it. When clicking this “+” 3 sub folders will expand which will allow you to manage your stocks and income items. These three subfolders include the Holdings Window, The Sold Window and the Income window.

Within the Holdings window, you can view all transactions you currently hold in the system. You can also process purchases, perform Demergers, capital returns and more.