When you select Hybrids as the Entity Type, Mclowd™displays the Holdings drop-down.
Refer to Selecting Holding Type, if necessary, for assistance to select from this drop-down.
If you are adding to an existing holding, it will be displayed on this list for selection.
•For listed Hybrids, start typing the Stock Code and select the Asset. Select Listed.
For unlisted or foreign Hybrids, simply type the Stock Code and Asset Name.
•Select listing status.
•Optionally enter HIN/SRN and/or Holder Number.
•Complete the entry be entering the date of purchase, Total cost of acquisition, and Volume acquired.
•Mclowd™will calculate the price per unit.
SAVE ASSET to return to the assets list, or SAVE & ADD ANOTHER if you have another asset acquisition to enter.
