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Portfolios and trades

Portfolios, trades, assets, rebalancing.

10 articles in this topic

Portfolio

How portfolio value is calculated

What makes up portfolio value, where prices come from, and how many portfolios you can create.

Portfolio currency and display currency

How a portfolio's base currency differs from the display currency, and where to change it.

Trades

How to add a trade manually

The buy and sell form: fields, cash, multiple entry, and an asset that isn't in search.

How to edit or delete a trade

Editing and deleting trades, including in bulk. What gets recalculated after a change.

The cash account in a trade and “Update cash balance”

Why link a trade to a cash account, and what the “Update cash balance” toggle does.

Assets

I can't find an asset

Searching by ticker, name or ISIN, requesting a new asset, and custom assets.

Tickers and exchange suffixes (.DE, .L and others)

What .DE, .L, .PA and .SW mean, and how to choose the right ticker.

Cryptocurrency

How to search for cryptocurrency: BTCUSD, ETHUSD, SOLUSD.

Custom assets

Real estate, deposits, bonds, a business: how to create a custom asset and keep track of its prices.

Rebalancing

Rebalancing

Templates, allocation modes, calculation settings and plan limits.

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