Choose the right search result
The same name can appear more than once in search. Check the symbol and currency: an ETF may be listed on several exchanges. Enter your purchase price in the currency and units shown for the listing you choose.
ETFs belong in the stock and ETF search. Hungarian investment funds bought outside an exchange have a separate fund selector.
Add a stock or ETF
- Open stock and ETF search from Add.
- Search by name or symbol and select the listing that matches your holding.
- Enter the quantity and requested purchase details. Choose a group if group management is enabled.
- Save and check the position value on Home.
Keep regular purchases up to date
For a monthly ETF purchase, record each later trade in Manage position. The quantity and average recorded cost then update together. Purchases belonging to different goals can be assigned to separate groups within the same holding.
The asset chart displays the security price history. Daily movement and your overall result since purchase can differ because they use different reference points.
What updates automatically?
The app fetches available prices, but you need to record changes to how much you own. Trades made at your broker are not imported automatically. Prices may be delayed, so check your broker's current quote before trading.