Planning

You may create a Planned asset (i.e. an asset for which you have no current holding) and may create Planned transactions for any current or Planned asset. AssetView uses Planned transactions to do the following.

1. Create a plan for investments, divestitures, and redemptions
2. Create a plan for anticipated distributions and expenses (e.g. financial advisor fees)
3. View and assess the potential performance of potential transactions
4. View and analyze the characteristics (e.g. risk and diversification) of a planned portfolio
5. View and analyze projected cash levels and cash requirements

Changing State

You may change a Planned Transaction or a Pending Transaction to an Active Transaction by Booking it.