How to add companies to my investment portfolio on Capdesk

As an investor, you can keep track of all your investments by adding them to your Capdesk portfolio - even if they're not on Capdesk yet!

To make tracking your investments easier, you can add other investments on Capdesk, even if they company is not currently using Capdesk.

On Capdesk, you can add investments as a:

  1. Personal investor
  2. Investor through a holding company on Capdesk
  3. Investor through a holding company not yet on Capdesk

 

Add an Investment: Getting Started

To begin, click the Capdesk logo on the top left hand side of the website (see below in red) and then select the 'Portfolio' tab on the left. Click on the green "Add Investment" button on your right hand side.

 

add investment

1. How to add an investment as a personal investor

 

For this option, start by choosing your name from the "Invest As", drop down menu seen below, and then click on "Next".

 

personal investment

 

Now, you'll need to select the country in which your investment company is based, and enter its registration number under the relevant field. When you're ready, click on "Next".

 

Specify Company-1

 

At this point, you'll be able to add the rest of the details of your investment (see fields depicted below). When you are done, click "Finish".

 

Add company details

 

2. How to add investments through a holding company on Capdesk

Adding investments through a holding company is much the same as adding a personal investment. Therefore, for this option you'll need to follow the same steps outlined above but you'll need to select the holding company rather than your own name from the "Invest As" drop down menu shown at the very beginning.

3. How to add investments through a holding company not on Capdesk

To add an investment through a holding company that's not yet on Capdesk, leave the "Invest As" drop down menu blank, and click "Exit and Register Holding Company" at the bottom instead.

 

register holding company

This will bring you to the following page, where you can create and edit the details of the holding company. When you're done, click "Create Company".

 

Create new company -1

 

After creating the company, you'll be directed back to the "Invest As" drop down menu where you can simply follow the same steps suggested in sections 1 and 2.

 

We hope you found this guide helpful. If you are an investor on Capdesk and need more help handling your account, take a look at our other investment related support articles.