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Investments (Stocks/ETF)

  • Updated

Investments is a premium feature.

 

Adding an investment account allows you to track movements between your current and brokerage accounts, just like you do with other manual accounts in Wallet.

Add stocks and ETFs you own, and the balance of your manually added portfolio will be automatically updated on a daily basis.

Check balance trend of your investments to learn more about your invested assets.

Investment accounts are reflected in the overall statistics by default. However, you can exclude them from the statistics using filters, or in the investment account settings (see below) and monitor them separately - independently of your other accounts.

You can create one investment account and add all your stocks/ETFs purchases into it, or you can create multiple investment accounts and divide them according to your preferences (for example, by asset type, by broker, etc.)

You can create fantasy stock/ETF portfolios to learn about stocks/ETF: “play the market,” with no risk!

Adding new investment account

Android

  1. On the main screen select "ADD ACCOUNT"
  2. Select "Investments"
  3. Fill in the individual fields:
    1. Account name
    2. Currency
    3. Asset type (currently available only Stock & ETF)
    4. Color - you can choose your favorite color
    5. Exclude from stats (check this box if you don't want investments to affect your statistics)
    6. Save in the upper right corner

iOS

  1. On the main screen select "More"
  2. Select "Investments"
  3. At the bottom, select "Create new investment account"
  4. Fill in the individual fields:
    1. Account name
    2. Currency
    3. Asset type (currently available only Stock & ETF)
    4. Color - you can choose your favorite color
    5. Exclude from stats (check this box if you don't want investments to affect your statistics)
  5. Select "Save"

Web app

  1. On the main dashboard, select the Investments tab.
  2. Select (+) Add account.
  3. Fill in the individual fields:
    1. Account name
    2. Color (you can choose your favorite color)
    3. Currency
    4. Initial amount
    5. Exclude from stats (check this box if you don't want investments to affect your statistics)
  4. Select Save in the upper right corner.

Editing investment account

Android

  1. Select "≡" in the top left.
  2. Select "Investments"
  3. Select the investment account you want to edit
  4. Select the editing pen in the upper right corner to adjust Account name/Currency, Color, Exclude from stats
  5. Available cash > Select Edit Pen to adjust it

iOS

  1. In the main list of accounts, select the investment account you want to edit
  2. Select Edit to adjust Account Name, Currency, Color, Exclude from stats
  3. Available cash > Select Edit Pen to adjust it

Web app

  1. On the main dashboard, select the Investments tab.
  2. Select the investment account you wish to edit.
  3. Select "Edit" and update the account Name, Currency, Color, Initial amount, or Exclusion from statistics.
  4. Press "Save" to apply the changes.

Adding new records

Android

  1. Selecting a real transaction on your bank account

    1. In the main list of accounts select your banking account where is the transaction that you want to add into investment account
    2. Select the transaction you want to add
    3. Select "Transfer"
    4. Select the investment account to which the transfer was made. *
    5. Save in the upper right corner
      *This action will automatically adjust the balance of your investment account.
       

  2. Adding manual record

    1. Select "≡" in the top left.
    2. Select "Investments"
    3. Select the investment account where you want to add a new manual record
    4. Select "Show records"
    5. Select (+) "Add record"
    6. Select type of record:  Expense/Income/Transfer
    7. Select the amount**
    8. Select "Category"
    9. Save in the upper right corner
      **Every negative or positive record affects the balance of your investment account - it will be automatically recalculated.

iOS

  1. Selecting a real transaction on your bank account

    1. In the main list of accounts select your banking account where is the transaction that you want to add into investment account
    2. Select the transaction you want to add
    3. Select "Transfer"
    4. Select the investment account to which the transfer was made. *
    5. Select "Save"
      *This action will automatically adjust the balance of your investment account.
       

  2. Adding manual record

    1. In the main list of accounts, select the investment account where you want to add a new record
    2. Select "Edit Show records"
    3. Select (+) "Add record"
    4. Select type of record:  Expense/Income/Transfer
    5. Select the amount**
    6. Select "Category"
    7. Select "Save"
      **Every negative or positive record affects the balance of your investment account - it will be automatically recalculated.

Web app

  1. Transferring Money from a Bank Account (Actual Transaction)

    1. On the main dashboard, select the Records tab.

    2. Select the transaction (withdrawal from your bank account) that represents the money you sent for investment. This will display the transaction details.

    3. Select "Transfer" (Transfer Type).

    4. Select the Investment Account as the destination account for this transfer.

    5. Save in the upper right corner.

  2. Adding a Manual Record (Directly in the Investment Account)

    1. On the main dashboard, select the Investments tab.

    2. Select the specific investment account where you want to add the record.

    3. Press the (+) Add record button at the top.

    4. Select the record type: Expense / Income / Transfer.

    5. Enter the Amount.**

    6. Select the Category.

    7. Press "Add record" to save.

      **Every negative or positive record affects the balance of your investment account - it will be automatically recalculated.

Adding ("Buying") ETFs/Stocks

Android

  1. Select "≡" in the top left.
  2. Select "Investments"
  3. Select the investment account where where you want to add shares
  4. Select (+) "Buy/Sell"
  5. Fill in the field "Exchange" - You can search by code (For example NASDAQ, Euronext, XETR etc.) or city (For example New York, Amsterdam, Frankfurt etc.) or select "All exchanges"
  6. Select "Stock/ETF" > Find Stock/ETF based on the symbol (ticker) or the name (For example: "MSFT" or "Microsoft Corp"). If you have trouble finding your asset, check that you have the correct exchange filled in, or try filling in the "All exchange" exchange. See previous point.
    Tip: You have to be online to be able to find it. If you already have some Stock/ETF in your portfolio, you can just select it. 
  7. Fill in the fields:
    1. Quantity
    2. Trade date - by default it is set to: today, but you can change the date
       
    3. Cost per stock - By default, the cost for the date you selected will be displayed, but you can update it if you want ***
  8. Total amount - it will be calculated automatically based on the Quantity and Cost per share, but you can update it if you want (Often the actual total amount may be different, as it may include, for example, the fees of your broker). By updating total the cost per share is always recalculated to match the total divided by quantity.
  9. Save in the upper right corner - If you want to add shares in a currency that you do not have set, the application will automatically ask you to create this currency
    *** Cost per share is always calculated as the Close price. If you have entered today, the price is calculated as the last known Close price (i.e. Close for yesterday). If you select a different date, the price will be calculated as the Close price on the selected date.

iOS

  1. In the main list of accounts, select the investment account where you want to add shares
  2. Select (+) "Buy/Sell"
  3. Fill in the field "Exchange" - You can search by code (For example NASDAQ, Euronext, XETR etc.) or city (For example New York, Amsterdam, Frankfurt etc.) or select "All exchanges"
  4. Select "Stock/ETF" > Find Stock/ETF based on the symbol (ticker) or the name (For example: "MSFT" or "Microsoft Corp"). If you have trouble finding your asset, check that you have the correct exchange filled in, or try filling in the "All exchange" exchange. See previous point.
    Tip: You have to be online to be able to find it. If you already have some Stock/ETF in your portfolio, you can just select it. 
  5. Fill in the fields:
    1. Quantity
    2. Trade date - by default it is set to: today, but you can change the date
       
    3. Cost per stock - By default, the cost for the date you selected will be displayed, but you can update it if you want ***
  6. Total amount - it will be calculated automatically based on the Quantity and Cost per share, but you can update it if you want (Often the actual total amount may be different, as it may include, for example, the fees of your broker). By updating total the cost per share is always recalculated to match the total divided by quantity.
  7. Select "Save" - If you want to add shares in a currency that you do not have set, the application will automatically ask you to create this currency
    *** Cost per share is always calculated as the Close price. If you have entered today, the price is calculated as the last known Close price (i.e. Close for yesterday). If you select a different date, the price will be calculated as the Close price on the selected date.

Web app

  1. On the main dashboard, select the Investments tab.
  2. Select the Investment Account where you want to add the Stock/ETF record.
  3. Click the "Buy/Sell" button.
  4. Fill in the Exchange field: You can search by code (e.g., NASDAQ, Euronext, XETR), by city (e.g., New York, Amsterdam, Frankfurt), or select "All exchanges".
  5. Select Stock/ETF: Find the asset based on its symbol (ticker) or name (e.g., "MSFT" or "Microsoft Corp").
    • Tip: You must be online to find assets in the search list. If you already hold the Stock/ETF in this portfolio, you can simply select it from the list.
  6. Fill in the fields:
    • Quantity
    • Trade Date (defaults to today's date, but can be changed)
    • Price per unit (The closing price for the selected date is displayed by default, but you can adjust it). ***
    • Total amount (Calculated automatically based on Quantity and Price per unit, but you can update it—the actual total may differ due to broker fees, for example). Updating the total amount will always recalculate the Price per unit to match.
  7. Save by pressing the "Add" button.
    ***The price per unit is always calculated as the closing price. If you enter today's date, the price will be the last known closing price (i.e., yesterday's closing price). If you select a different date, the price will be the official closing price for that chosen date.

"Selling" ETFs/Stocks

Android

  1. Select "≡" in the top left.
  2. Select "Investments"
  3. Select the investment account
  4. Select (+) "Buy/Sell"
  5. Switch to "Sell"
  6. Fill in the field "Exchange" - You can search by code (For example NASDAQ, Euronext, XETR etc.) or city (For example New York, Amsterdam, Frankfurt etc.) or select "All exchanges"
  7. Select "Stock/ETF" > Find Stock/ETF based on the symbol (ticker) or the name (For example: "MSFT" or "Microsoft Corp"). If you have trouble finding your asset, check that you have the correct exchange filled in, or try filling in the "All exchange" exchange. See previous point.
    Tip: You have to be online to be able to find it. If you already have some Stock/ETF in your portfolio, you can just select it. 
  8. Fill in the fields:
    1. Quantity
    2. Trade date - by default it is set to: today, but you can change the date
    3. Cost per stock 
  9. Total amount - it will be calculated automatically based on the Quantity and Cost per share, but you can update it if you want. 
  10. Save in the upper right corner

iOS

  1. In the main list of accounts, select the investment account
  2. Select (+) "Buy/Sell"
  3. Switch to "Sell"
  4. Fill in the field "Exchange" - You can search by code (For example NASDAQ, Euronext, XETR etc.) or city (For example New York, Amsterdam, Frankfurt etc.) or select "All exchanges"
  5. Select "Stock/ETF" > Find Stock/ETF based on the symbol (ticker) or the name (For example: "MSFT" or "Microsoft Corp"). If you have trouble finding your asset, check that you have the correct exchange filled in, or try filling in the "All exchange" exchange. See previous point.
    Tip: You have to be online to be able to find it. If you already have some Stock/ETF in your portfolio, you can just select it. 
  6. Fill in the fields:
    1. Quantity
    2. Trade date - by default it is set to: today, but you can change the date
    3. Cost per stock 
  7. Total amount - it will be calculated automatically based on the Quantity and Cost per share, but you can update it if you want. 
  8. Select "Save"

Web app

  • On the main dashboard, select the Investments tab.
  • Select the Investment Account where you want to "sell" the Stock/ETF.
  • Click the "Buy/Sell" button.
  • At the top, select "Sell".
  • Fill in the Exchange field: You can search by code (e.g., NASDAQ, Euronext, XETR) or by city (e.g., New York, Amsterdam, Frankfurt), or select "All exchanges".
  • Select Stock/ETF: Find the asset based on its symbol (ticker) or name (e.g., "MSFT" or "Microsoft Corp").
    • Tip: You must be online to find assets in the search list. If you already hold the Stock/ETF in this portfolio, you can simply select it from the list.
  • Fill in the transaction details:
    • Quantity
    • Trade Date (defaults to today's date, but can be changed)
    • Price per unit (The closing price for the selected date is displayed by default, but you can adjust it).
    • Total amount (Calculated automatically based on Quantity and Price per unit, but you can update it—the actual total may differ due to broker fees, for example). Updating the total amount will always recalculate the Price per unit to match.
  • Save by pressing the "Add" button.

Statistics

Android

  1. Select the "≡" in the top left corner.
  2. Select "Investments"
    • Investment account value - current value as of today, graph displaying development for the last 30 days. 
      • At the bottom of the toolbar, you can change the time period for monitoring the development of your assets
    • Portfolio - pie chart of your portfolio
    • Price growth comparison - Development of your assets
      • Select three dots on the right - you can choose which asset to monitor
      • At the bottom of the toolbar, you can change the time period for monitoring the development of your assets

iOS

  1. On the main screen, select "More"
    Select "Investments"
  2. Select "Statistics"
    • Investment account value - current value as of today, graph displaying development for the last 30 days. At the bottom of the toolbar, you can change the time period for monitoring the development of your assets
    • Portfolio - pie chart of your portfolio
    • Financial Assets - Here you can track what percentage of your assets are investments

Web app

  • On the main dashboard, select the Investments tab.
  • In the frame at the top, select the time period for which you want to track statistics (e.g., last 30 days, Year-to-date, All time).
  • Scroll down the page to view the key statistics:
    • Investment Account Value (The total current worth of your account).
    • Portfolio (A pie chart showing the distribution of your assets).
    • Price Growth Comparison (A chart showing the development of your assets' value over the selected period).

FAQ

Can I connect a brokerage account to Wallet, similar to a bank account?

  • This is not supported.

Can I make real asset purchases through the Wallet app?

  • This is not supported.

Where can I track the price movement?

  • Android / iOS
    • Wallet displays the current (last known closing) price for an asset and the price movement over the last 30 days. This is also clearly visible in the corresponding chart. We are planning to add more statistics that will show price development over various time periods.
  • Web App
    • The Web App currently displays the price development over the selected period (which the user chooses in the period selector).

I don't see the investment account in the statistics

  • If the investment account is excluded from the statistics, it will not be displayed in the statistics. To display it, the "Exclude from statistics" option must be unchecked in the account settings. See here.

I can't find the stock/ETF

  • Search only works in online mode.
  • Check that you've correctly filled in the exchange (or set "all exchanges").
  • Use the correct symbol (ticker). Please remember that a ticker is not a completely unique identifier and can vary depending on the exchange. For this reason, the ticker you're used to using might not work for searching. Different exchanges can use different tickers for the same asset. If searching by ticker doesn't work, try searching by the asset's name.
  • When entering the asset name, sometimes entering only a part of it isn't enough. Please try entering the FULL name to display the asset you're looking for.

Why are some stocks/ETFs missing?

  • While we strive to include as many stocks and ETFs as possible, it's not feasible for us to include every single asset in the world. We are continuously working to expand our asset list, but unfortunately, we don't have a specific timeframe for adding missing assets.
  • What can you do?
    • If you notice any missing assets, please try again in a few weeks. We regularly update and expand our offerings. Thank you for your understanding and patience!

Cryptocurrencies

  •  
    •  
      • You can add cryptocurrencies just like any other asset (available only for Android/iOS). If you can't find a specific cryptocurrency, the same principles apply as for stocks and ETFs. We're continuously expanding our asset list. If you can't find your coins right now, please try again later.

Is it possible to add other commodities (e.g., gold, silver, etc.)?

  • This is not supported at the moment, but our developers are continuously working on improving the app. Please try again later.

Can I create a manual asset?

  • This functionality is being worked on. You can look forward to it in the future.

The price of the asset does not match

  • Cost per share is always calculated as the Close price. If you have entered today, the price is calculated as the last known Close price (i.e. Close for yesterday). If you select a different date, the price will be calculated as the Close price on the selected date. 
  • If you are looking at the price of your asset online, it may differ from the price displayed in Wallet, which does not change throughout the day.

Why isn't an asset purchase (stocks/ETFs/cryptocurrencies) reflected as an expense in Wallet?

What to do if an asset is moved from one exchange to another?

When an asset (like a stock, ETF, or cryptocurrency) moves from one exchange to another, its price will stop updating in Wallet under the original exchange. Therefore, you need to choose one of the following solutions:

  1. Sell the asset listed under the original exchange and repurchase it at the same price on the new exchange.
    • This is an ideal solution if you have made many purchases of the asset and prefer not to re-enter them all.
  2. Delete all purchases of that asset from the original exchange and re-enter the same purchases under the new exchange.
    • This is ideal if you haven't made a large number of purchases, as it better reflects your actual investment behavior and calculates historical prices correctly.

Is there anything else missing?

  • Investment is a new tool we've added to Wallet. We are pleased with the great interest in this feature and will therefore continue to develop this feature. You can share your other ideas here.

 

 

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