Vehicles

The Vehicles feature organises capital by fund / vehicle, giving you a fund-by-fund breakdown.

It provides a structured view of how capital is organised and performing across the portfolio.

1. Create a Vehicle

2. Map your investments to a vehicle when created

3. Move holdings/instruments between vehicles, if needed

Create and Move Holdings Between Investment Vehicles

An investment should be linked to a vehicle when it is created. If no vehicle is selected, the investment will be assigned to the default vehicle.

The assigned vehicle cannot be amended from the Instrument view. To change the vehicle, use Move Holdings Option through the Vehicles tab.

Map your investment to a Vehicle