Experts in CGT Reconstruction & Optimisation

STM - Portfolio Reconstruction

STM automatically reconstructs portfolios using 2 amazing tools:

Autobuild

From an earlier to a later holding STM will automatically reconstruct a possible scenarios using its corporate action database.

• STM makes allowance for known buys or sells between these two holding balances
• Indicates that a reonstruction can not be resolved without including a balancing item
• Imports as many holding balances you have over time

Webrec

Webrec is a function in STM that automatically reconciles:

• Holdings in an STM portfolio with holdings at the registry on process dates as frequently as you require.
• Transactions for those registries that provide transaction histories on their web pages.