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.