Investments
See your investment accounts together and import the positions inside them.
Investments shows the total value of your investment accounts in your base currency, and how it splits across account types.
Early version
The page is marked Future concept. Performance history, dividends and live prices aren't available yet; values are what your accounts and imports say.
Add an investment account
Select Add investment account (or add an account with the type Investment) and enter its current total value. That balance is what counts towards your portfolio and net worth.
Import holdings
To see the positions inside an account, import a holdings file from your broker. Select Import holdings.
Choose an investment account
Holdings belong to an account. Importing them doesn't change its balance.
Upload a CSV or Excel file
Use your broker's export (CSV or .xlsx, first sheet), up to 1 MB and 500
holdings. Select Download template for an example with the columns
Name, Symbol, Quantity, Market Value, Currency, Asset Class. The file is
read on your device and not kept.
Map the columns
Check the matches for Holding name, Ticker or ISIN, Quantity, Market value (required), Currency and Asset class. You need a market value and either a name or an identifier. Currency defaults to the account's currency.
Review and import
If any row has a problem, fix the file and choose it again: holdings import all at once or not at all. Select Import N holdings.
Importing again updates holdings with the same ticker or ISIN (or, without one, the same name) and leaves the others as they are. Imported values are a snapshot from your file. They're shown in their own currency and aren't added to your totals a second time.
Asset classes are read from your file: fund (including ETF), share (stock, equity), bond, cash, crypto; anything else is other. See File formats for every recognised column name.
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