Asset Data Entry Steps

Linking Clients and Assets

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.

If you need to switch clients:

How to Enter Assets

If the Asset is a Common Pool Asset (such as a stock)

For help on entering Investment Models, jump to the Investment Models Section.

For All Assets

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.

To Attach a Loan to the Asset

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.

How to Edit Assets