How should I track my investment holdings?
The easiest way to track your holdings is to sync them with your financial institution, if supported. If you choose this method, all your holdings are automatically tracked and udpated for you, and all you have to do is sit back and watch.
In case your institution is not supported for sync, or you prefer tracking your holdings manually, we support that method as well. Simply navigate to the relevant account, and you will find links to add and edit holdings.
For certain holdings (mainly in the US), we automatically update prices once a day, so all you need to do is update the holding quantity when you buy or sell those shares.
If a symbol is supported, it's price will be auto-populated when you add the holding and you won't be able to edit the price.
For all other holdings, you will have to manually update the price as often as you feel appropriate.
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