Track shares, ETFs and crypto in a Stock & Crypto account: add holdings by ticker, see their value in your primary currency, record purchases.
To track investments in finerd, add a Stock & Crypto account and record each holding, such as 10 Apple shares or 0.05 BTC, as its own balance. finerd values every holding at the latest daily price and shows the total in your space’s primary currency.A manual Stock & Crypto account and its holdings are free on the web, Android and iOS. Connecting a broker or crypto platform so holdings and trades arrive automatically needs finerd Pro. On Android, investment platforms connect only on the web; on iOS, some of them, such as Interactive Brokers, do too.
A Stock & Crypto account works like any other account in finerd: you either keep it up to date yourself or connect it to the platform where you hold the investments.
Connected
Manual
Holdings
Arrive from the platform, one balance per holding
You add each holding and its quantity
Purchases and sales
Arrive as transactions when the platform syncs
You record them yourself
Plan
finerd Pro
Free
To connect, choose your platform on Select investment platform and follow Connect a bank: platforms connect the same way as banks. If your platform isn’t listed, track the account manually. You can connect it later and link it to the account you already track.
Web
Android
iOS
Open Accounts, select Add account, then Stock & Crypto. Select investment platform lists Track manually first, followed by the brokers and crypto platforms you can connect.
Track manually, or choose your platform.
Open Accounts from More or the tab bar, tap +, then Stock & Crypto. The Android app opens a manual account straight away. To connect an investment platform, use the web app.
Open Accounts from More or the tab bar, tap +, then Stock & Crypto. Select investment platform lists Track manually and the platforms you can connect.Some platforms in the list can’t be connected in the iOS app, such as Interactive Brokers: the app shows Provider not supported. Connect those on the web.
In the example, a brokerage account is tracked manually as Nest egg, starting with 10 Apple shares. Search for a holding by its ticker or name. Shares appear with their exchange, such as AAPL.XNAS for Apple on NASDAQ. Several assets can share a name, so check the ticker under each name before you choose.
Web
Android
iOS
Open Accounts, select Add account, then Stock & Crypto.
On Select investment platform, select Track manually.
Enter a name, such as Nest egg, then select Continue.
On Set current balance, select Assets and search for the holding, such as Apple. Choose Apple Inc. with the ticker AAPL.XNAS.
Enter the number of shares you hold, such as 10, and select Continue.
Select Save.
Enter the quantity of the first holding.
To add the next holding, open the account and select Add beside Balance. Search for the asset, enter the quantity and select Save.
Search by name or ticker; check the ticker under each result.
Open Accounts from More or the tab bar, tap +, then Stock & Crypto.
Enter a name, such as Nest egg.
finerd adds a zero balance in your space’s primary currency. Tap that row under Balance, tap More assets and search for the holding, such as Apple. Choose Apple Inc. with the ticker AAPL.XNAS.
Enter the number of shares you hold, such as 10, and tap Done.
Tap Save.
To add the next holding, open the account and tap Add beside Balance.
Open Accounts from More or the tab bar, tap +, then Stock & Crypto.
On Select investment platform, tap Track manually.
Enter a name, such as Nest egg, then tap Save.
On Set current balance, tap Assets and search for the holding, such as Apple. Choose Apple Inc. with the ticker AAPL.XNAS.
Enter the number of shares you hold, such as 10, and tap Continue.
Review the account and tap Save.
To add the next holding, open the account and tap Add beside Balance.
Select AAPL.XNAS, enter 10, then tap Continue.
Add beside Balance adds the next holding.
finerd records the quantity of each new holding as an Initial balance. When the quantity changes, update it with a verified balance, or record the purchase or sale as described below.
Each holding is a balance in its own units. The account shows how many you hold, such as 10 AAPL.XNAS or 0.05 BTC, not a price per share. Once the account has two or more balances, Total in primary shows what they’re worth together in your space’s primary currency. In the example, 10 AAPL.XNAS, 0.05 BTC, 3 SHOP.XNYS and 335 USD add up to $8,362.67.
Each holding shows its quantity; Total in primary shows the value.
finerd prices holdings with daily closing prices from market data providers and updates them on weekdays. Because it uses daily prices, the value doesn’t follow the market during the day. The value changes when the price or an exchange rate changes, even if your quantity stays the same.If finerd has no price for a holding, the holding still shows its quantity, but it isn’t counted in Total in primary, the Accounts totals or Net Worth.
finerd can track only assets it can price, so you can’t create an asset with a price of your own. If the search doesn’t find your holding, finerd can look it up in external market data and add it to the list.
In the asset search, select Add asset. On the web and iOS, you can also select Add “name” asset at the top of the results.
On Specify ticker and type, enter the ticker, choose Stock or Crypto and select Continue. On the web, Crypto is selected at first; on Android and iOS, Stock.
If finerd finds the asset, it’s added. On the web, finerd adds it straight away and asks for the quantity. On Android and iOS, it appears under Here’s what we found: tap it to add it.
If the result reads Oops, no luck this time, the market data finerd uses doesn’t include that ticker, and finerd can’t track the holding. Check the ticker and the type, and try again.
Web
Android
iOS
If nothing is found, select Add asset.
Enter the ticker and choose Stock or Crypto.
Tap More assets on the balance and search for the ticker. If the result is Assets not found, tap Add asset.
Tap Assets on the balance, search for the ticker, then tap Add asset or Add “name” asset. Enter the ticker on Specify ticker and type: the iOS app doesn’t copy it from the search.
Uninvested money on a brokerage account is a currency balance in the same account. Add it like a holding: choose the currency, such as USD, instead of a ticker. In the example, a USD balance sits beside the shares and the crypto in Nest egg.By default, finerd treats a Stock & Crypto account as investments. If you use the account for everyday spending, mark it as a bank account: all its transactions then show up in reports as regular spending. To undo it, choose Treat as Investments.
Web
Android
iOS
Open the account, select ⋮ in the top-right corner, then Treat as Bank account. Confirm with Treat as Bank account.
Treat as Bank account counts the account's transactions as regular spending.
The Android app follows the setting but can’t change it. Use the web or iOS app.
Open the account, tap ⋮ in the top-right corner, then Treat as Bank account. Confirm with Treat as Bank account, or swipe the sheet down to cancel.
A connected account imports trades from the platform. In a manual account, record a purchase as a currency exchange within the same account: the cash goes out and the shares come in. For example, buying 1 SHOP.XNYS share for 165 USD in Nest egg turns 500 USD into 335 USD and 2 SHOP.XNYS into 3. To record a sale, exchange the shares for cash the same way.
Web
Android
iOS
Open the account and select Add transaction, then Currency exchange.
On Source transfer account, choose the account, such as Nest egg.
On How much are you exchanging?, choose USD, enter 165 and select Continue.
On Exchange to, choose the same account.
On Enter the amount you received, choose SHOP.XNYS, enter 1 and select Continue.
Check From and To and select Save.
Cash out and shares in, within the same account.
After saving: 3 SHOP.XNYS and $335.00.
On Dashboard or Transactions, tap +, then Asset exchange.
On Exchange from, tap the account, such as Nest egg.
On How much are you exchanging?, choose USD, enter 165 and tap Continue.
On Exchange to, tap the same account.
On What amount are you receiving?, choose SHOP.XNYS, enter 1 and tap Continue.
Check the exchange and tap Save.
On Dashboard, Transactions or the account, tap +, then Currency exchange.
On Source transfer account, tap the account, such as Nest egg.
On How much are you exchanging?, choose USD, enter 165 and tap Continue.
On Exchange to, tap the same account.
On Enter the amount you received, tap Assets if SHOP.XNYS isn’t shown, choose it, enter 1 and tap Continue.
Check From and To and tap Save.
Cash out and shares in, within the same account.
The purchase appears in Transactions as an Internal transfer. finerd compares the two amounts with its prices. If the gap is large, for example because the broker charged a commission, finerd asks whether the difference is a fee: Add fees records it as a separate fee line, and Keep as is keeps only the two amounts. See When the amounts differ.
Stock & Crypto accounts have their own group in Accounts, with the group’s value in your primary currency. Net Worth adds the value of your holdings to your other accounts and shows how the total changes over time.To track a flat, a car or other property, add a Property account; see Create and set up an account.
