Investments & portfolio
Optional add-on module for tracking a real investment portfolio alongside your everyday finances.
Asset categories
Track stocks, ETFs, mutual funds, bonds, cryptocurrency, commodities, fixed deposits, cash/currencies, real estate, vehicles, and other assets — each asset carries its own identifier (ticker, ISIN, fund code, or crypto symbol) where one applies.
Activity log
Record buys, sells, deposits, and transfers on the Activity tab. Every investment transaction that moves cash is automatically kept in sync with your Transactions log, so your net worth never double-counts or drifts out of sync.
Prices — live or manual
Priced assets can pull live market prices, or you can enter a price manually for anything without live coverage. A "Refresh all" action updates every live-priced position in one click.
Portfolio allocation
The Portfolio tab shows total invested, current value, and unrealized gain/loss across every currency you hold, converted to USD. Click any slice of the allocation pie to open a category breakdown — including your Savings balance, shown alongside your cash-equivalent holdings under "Currencies."
Multi-currency by design
Hold a US stock, a European fund, and a local currency account at the same time — every total on the Portfolio tab is shown per-currency and consolidated in USD, so nothing gets lost in translation.
Turning it on
Investments & portfolio is available as an add-on on any paid plan. If your account doesn't have it yet, the Investments tab will show pricing details and next steps.
Next up
Compare plan limits and pricing in Plans & pricing →