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How to generate a holding statement

Quickly access a specific holding's statement

Rukhsar Keshwani avatar
Written by Rukhsar Keshwani
Updated over 2 weeks ago

Whilst the Statements Module lets fund managers generate and share a range of statements keeping investors up to date with their investments, you can also quickly access a specific holding's statement.

This can be done from the following two views:

  • Investing Entity > Holdings tab OR

  • Fund > Holdings tab

  • Select the action menu and "Holding Statement"

The statement will be available in your download folder.

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