Other alternative assets
Christian Peter avatar
Written by Christian Peter
Updated over a week ago

Want to capture an alternative asset that doesn't fit into any other category?

Then read on!

Since the valuation of alternative value items is very individual, there is of course neither an automatic database nor an automatic import.

To create a corresponding item, 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 see "Other".

  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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