How do I add my first stock or mutual fund?

Already own some shares or fund units? Add them once and Holdings keeps their value live from then on — no broker login or bank connection anywhere.

Add a holding

Step 1: Open the form

Go to Holdings and click Investment in the top-right. On an empty account the same button reads Add Investment.

The Holdings page — the Investment button sits top-right.

Step 2: Fill in the holding

The Add Investment form opens. Work down it:

• Pick Stock or Mutual Fund at the top.
• Choose the Portfolio it belongs to (this field is required).
• Use Search Stock (or Search Mutual Fund) to find it by name.
• Enter the Date, Quantity (or Units) and Price (or NAV) you bought at.

Pick a type, search the instrument, then enter what you paid.

Note: Charges (auto) estimates brokerage and fees for you. A running Total shows the full cost as you type — you can overwrite the charges if yours differ.

Step 3: Save

Click Save. The holding appears in your table straight away, and its price updates on its own from then on.

Tip: Have a lot of holdings already? Don't type them one by one — import a broker file instead and they all come in at once.