Custody accounts
Custody accounts for Public Funds & Securities (Brokers, Banks) and Cryptocurrencies (Crypto Custodians)
Custody accounts are accounts held with Brokers (Security Portfolios) and/or Banks, to buy public securities (stocks, bonds, funds) or Cryptocurrencies (in ...
Sun, 5 Dec, 2021 at 9:19 AM
Custody accounts produce returns that may be different from those of the securities held within them. This is because of their cash component, which generat...
Sun, 10 Oct, 2021 at 8:37 AM
You can choose to add your securities (stocks, bonds, funds) manually as a single Investment (Asset Class: Funds, Brokers & Banks / Asset Type: Other) ,...
Sun, 10 Oct, 2021 at 8:45 AM
You can choose to track your cryptocurrencies manually as a single Investment (Asset Class: Crypto / Asset Type: Other), but because of the nature of custod...
Sun, 10 Oct, 2021 at 9:18 AM