Track anything not on a stock exchange — property, private holdings, collectibles. There's no price feed, so you set the value yourself with custom prices over time.
Add A Custom Investment
Start adding a holding and choose Custom Asset.
Fill in the Add Custom Investment form:
Investment Name — e.g. Investment Property (required).
Trade Type — Buy or Opening Balance.
Trade Date / OB Date — the date (label changes with the trade type; can't be in the future).
Quantity — units held (required, greater than zero).
Price — price per unit (shown in Buy mode).
Cost Base — total cost base (shown in Opening Balance mode).
Tap + More options for an optional Notes field.
Tap Add Custom Investment.
Set and Update Custom Prices
Each price is a value at a date; together they build the holding's value history. On the detail screen, Custom Prices shows your three most recent prices (date, up/down/flat trend, price). Tap See all for the full history and chart.
Add A Price
Open Custom Prices and tap + (Add price).
Fill in the Add Price form:
Date — the valuation date (can't be in the future).
Price — the value at that date (required). Tap the Closing chip to fill the market price where available.
Note (optional) — e.g. Valuation from annual report.
Tap Add Price.
Edit or Delete A Price
Tap the price in the Custom Prices list (or a recent price on the detail screen). Change the Date, Price or Note and tap Save Changes — or tap Delete Price and confirm.
Tip: The Custom Prices screen charts your valuations once you've added more than one price.
Organise Holdings With Custom Groups
Categorise holdings however you like — by sector, risk, strategy, anything.
Open Custom Groups. The header shows your usage against your limit (e.g. 2/5 groups).
Tap + to create a group, enter a name (must be unique), tap Create Group.
Tap a group to open it. Inside Custom Group detail you can:
Add Categories with the + chip, and rename or delete existing ones.
Search and filter holdings by All, Assigned or Unassigned.
Assign holdings individually, or select several and use the bulk action bar to assign or unassign.
Changes stage until you tap Save — a bar shows pending changes. Leaving with unsaved changes prompts you to discard.
To delete a group, long-press it in the list and confirm. This removes it and all its category assignments permanently.
Note: Custom groups have an account limit. At the limit you'll see Group limit reached and need to upgrade to add more.
Once set up, custom groups appear as a group by option in the performance and income reports.