How do I upload non-financial assets?


Canopy
Last Updated: 1 year ago

Non-financial assets include real estate, cars, wine, art collection etc. 

If you would like us to upload this information for you, please provide us with as much information as you can about the Cost Price, Price Date, Valuation (if available) etc. 

If you are uploading on your own in Engine, navigate to Securities > Manual Security Creation, click on Add Private Equity, select relevant Instrument Type and fill in holding details.

Also, refer to this article on Creating Private Securities. 


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