Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll know your way around a holding's detail page — where to check the holding's bank account balances at a glance, how the tabs are organized, and how to manage the holding's addresses and custom fields from the Details tab.
Note
You need access to your firm's GP workspace and at least one holding to follow along. If you haven't created a holding yet, start with the Add your holdings guide.
Open a holding
Open Holdings and select a holding to reach its detail page. You can also get there from the GP dashboard — click a marker on the holdings map or an entry in Last viewed holdings.
How the page is organized
A holding's detail page uses a tabbed layout. The Overview tab comes first, followed by the Details tab, then the tabs for the holding's other functional areas. Overview is where you review the holding's positions and headline figures; Details is where the holding's addresses and custom fields live.
Check bank accounts up front
The main section of the holding page shows a Bank Accounts panel, so you can check balances without leaving the page. The table lists each of the holding's accounts with its account name, type, status, balance, and available amount. Click a row to open that account's detail page for the full picture.
Warning
Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone. Always navigate to Covercy directly rather than following links in unexpected messages.