Note: Make sure that you are entering data for the right client.
Look at the Title Bar at the top of the MasterPlan window, or check the Status Bar at the bottom of the window. If the current client is the one you want to work with, proceed to enter the data.
In the Main Menu, click on Client | View all Clients or click on Clients in the Main Toolbar.
Either double-click on the client's name or highlight the name and click on the Select and Close button.
From the Main Menu Bar, click on Portfolio | Assets and select the desired type.
MasterPlan then opens up a List window which lists all of the assets of that type owned by the client. For example, if you click on Portfolio | Assets | Stocks, MasterPlan lists all the stocks owned by the current client.
MasterPlan displays the Actions Menu Button right below the Title Bar. To enter a new asset, click on Actions | New or press Ctrl + N.
MasterPlan automatically opens up a list of stocks already in the Common Pool of Stocks. You can scroll to and select an existing one, or click the Cancel button to cancel the search and type in the new stock in the Name field.
Fill out the Common Pool Tab. The name on the Common Pool Tab does not have to be the same as the Asset Name on the Description Tab.
For help on entering Investment Models, jump to the Investment Models Section.
Note: When Typing Asset Names: You should be CONSISTENT when using upper and lower case letters in data entry. Not only does capitalization affect the appearance of reports, but MasterPlan also treats upper and lower case letters differently when sorting records. MasterPlan uses up to 50 characters to differentiate among assets. However, it will not be able to display all 50 characters on most reports, so it will have to truncate after about 20 characters, depending on the font size.
Fill out the Description Tab and any other appropriate tabs.
The Asset Name on the Description Tab is the name that MasterPlan displays on the reports. This name must also be unique from all other assets of this same type owned by this client family. For example, if both clients own a coin collection, you cannot create two coin collections with the same name. You might distinguish them by calling one Bob's Coin Collection and the other Suzette's Coin Collection.
If the asset is part of a retirement plan, fill out the Retirement/Payout Tab.
Click on the Save and Close Button.
If the asset is securing a loan, you must first save the asset window on the database. Then you can attach one or more liabilities to the asset.
Click on Actions | Save, or press Ctrl + S.
Click on the Attach Liability button on the Actions Bar.
Fill out the liabilities window and save the information.
From the Main Menu Bar, click on Portfolio | Assets and select the desired type.
MasterPlan opens the List window which lists all of the assets of that type owned by the client.
To edit an asset, scroll to the asset and double-click on it. Or click on Actions | Edit or press Ctrl + E.
Make the required changes.
Click on Save and Close.