Add a holding, or load sample data to explore the register.
Investment Maturities by Date
Active holdings, grouped by maturity month
No matching holdings to chart.
Maturity Schedule by Month
Holdings count and dollar value by category, per maturity month
No holdings with a maturity date to report.
Add holding
Optional. If entered, must be 9 characters.
Optional.
Select a pledge target, or Unpledged to clear.
Settings
Pledge targets
Manage the list of pledge targets available when editing a holding. Removing a target won't change holdings already pledged to it.
Call frequencies
Manage the call-frequency options available when editing a holding. Removing one won't change holdings already set to it.
Import field mapping
Set up how columns in your import file map to fields in the app. Load a sample file to read its column headers, then map the ones you want or leave them ignored. This mapping is saved and reused for every import.
CUSIP is the match key — map one column to it.
File columnMaps to app field
Import CSV — update values
Upload your CSV. Columns are matched to app fields using the import mapping set up in Settings, and rows are matched to existing holdings by CUSIP.
Nothing is saved until you review the preview and confirm.
