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How to view your holdings on the Capitec widget

Viewing your holding on the Capitec widget is as simple as logging in.

Once you have signed in to the widget, you will automatically land on your Portfolio page.

Here you will be able to view your total account value for each one of your accounts.

To view your holdings:

  • Navigate to the account you would like to view by tapping on either ZAR, TFSA or USD
  • Scroll down and tap on one of the asset classes within your portfolio to view the individual companies you are invested in. Eg tap on Equities to view stocks, ETFs to view your Exchange Traded Funds, etc.

You are also able to view your Demo accounts by navigating to the bottom of the page.

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In respect of FSRs, EasyEquities acts as principal to a contract for difference issued to the investor, where the investor will have a contractual claim against EasyEquities to the economic benefits and risks associated with share ownership (price movements and dividends) without having ownership rights in the underlying share. Fractional share rights (FSRs) which are issued through a contract for difference, are an over the counter derivative. Unlike whole shares, FSRs do not carry any voting rights. As the investor makes further investments in FSRs and ultimately ends up with a whole share, the contract for difference is closed out and ownership whole share is delivered to the investor.

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