What is a “Holding”?

Introduction

A “Holding” in Monstro refers to anything you own or owe. These can encompass a wide range of items, such as investments, insurance, debt, real estate, collectibles, and even unique assets like cryptocurrency and grapevines. Collectively, your Holdings provide a comprehensive overview of your financial status. Monstro also uses ownership structures to categorize the ownership of these Holdings.

Types of Holdings in Monstro

Assets

  • Cash & Equities
    • Public Stock & Funds
    • Private Stock
    • Equity Interests
    • Multi-Asset Class
  • Receivables & Debt Instruments
    • Notes Receivable
    • Bonds & Public Debt
    • Private Debt
  • Derivatives
    • Forwards
    • Options
    • Futures
    • Swaps
  • Commodities
    • Public or Private
  • Digital Assets
    • Virtual Real Estate
    • Domain Names
    • Cryptocurrency
    • NFTs
  • Real Estate
    • Residential
    • MultiFamily
    • Office
    • Commercial
    • Hospitality
    • Industrial
    • Mixed-Use
    • Self Storage
    • Other
  • Tangible Assets
    • Vehicles, Watercraft, Aircraft
    • Collectibles
    • Precious Metals
    • Intellectual Property
    • Cash Value Insurance
    • Tax Credits/Losses
    • Biological Assets
    • Income Rights
    • Tangible Property
    • Other (Rewards, Seat Licenses, Club Memberships)

Liabilities

  • Receivables & Obligations
    • Accounts Receivable
    • Contractual Liabilities
      • Accounts Payable
      • Court Issues
      • Lien/Judgment
      • Other Obligations
  • Loans & Credit
    • Term Loans
    • Revolving Line
    • Credit Cards & Charges
  • Tax Liabilities
    • Contingent & Actual
  • Personal Insurance
    • Health
    • Auto
    • Cash Value (Assets)
    • Renters
    • Term Life
    • Property/HomeOwners
    • Boat/Yacht
    • Umbrella
    • Long Term Disability/Short Term Disability
    • Long Term Care Coverage
  • Note: Commercial Insurance will be available soon.