Having selected Direct Equities as the Asset Type, you need to choose whether to create a New Holding only or a New Holding and Parcel.
If you have existing holdings, refer to Selecting Holding Type.
If the Equity is listed on the ASX start typing the stock code to select it. Select 'Listed' in Listing Status.
For listed entities, Mclowd™displays HIN and SRN fields. Filling these is optional.
Complete the form by entering the Purchase Date, Total cost of acquisition and Volume acquired. Mclowd™will calculate the cost per share.
For unlisted or foreign equities, simply type the Stock Code and Asset Name and complete the form in the same manner.
SAVE ASSET to return to the assets list, or SAVE & ADD ANOTHER if you have another asset acquisition to enter.
