To get your started, here is a quick run through of how you can set up your first bank account to track in Teleskop.
Video Tutorial:
The steps are:
1: From the What's Next menu in the bottom left: select "Add Assets"
2: From the menu of choices, select "Public Assets"
3: Search and pick a custodian from the shortlist, or use the "Add Manually" function.
Custodian is a wider term that Teleskop uses. It is intended to capture Banks, Brokers, Fund houses, or investment platforms that allow you to execute transactions and keep cash or securities.
4: Use the table below to start adding accounts and assets.
In this example, we are manually adding accounts and assets through the table.
You can also upload your PDF statements or the populated excel sheet template to upload faster. This is described in more detail in this article here
