Investing & Projections
Investing & Projections 1 min read
Investment Portfolio
Track stocks, ETFs, crypto, and bonds.
In this article
- Adding holdings
- Trades and dividends
01
Adding holdings
Go to Accounts and select the Portfolio tab. Add holdings for stocks, ETFs, crypto, bonds, and other securities. Enter the ticker, number of shares, and cost basis.
You can also import positions from a CSV file with column mapping and brokerage profile presets for major brokers.
02
Trades and dividends
Buy and sell transactions are linked to holdings, so your positions are always current. Realised gains are calculated automatically.
Dividend schedules are inferred from payment history and can generate recurring income entries linked to each holding.