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2. supported asset classes
Non public shares / Startups
Non public shares / Startups
Christian Peter avatar
Written by Christian Peter
Updated over a week ago

You want to capture company shares off the capital market?

In other words, your shares in companies that are not listed on the stock exchange?

Then read on!

Since the valuation of non-listed companies is very individual, there is of course neither an automatic database nor an automatic import.

To create a corresponding position, you can proceed as follows:

  1. go to the desired portfolio or create a new one.

  2. now go to the button "new transaction

  3. in the upper menu scroll to the side until you can see "Startups

  4. select this and now you will see the transaction menu

  5. give the shares a name

  6. now select the date of purchase.

  7. next you enter the total purchase price of your shares

  8. in the next field you can enter the current value of the shares so that the return can be calculated accordingly

  9. now just click on add transaction and you are done.

If you want to change the current value later, you can simply edit the transaction.

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