Add a holding to any portfolio by searching for it and entering its first trade. This covers listed stocks and ETFs, with pointers to the other asset types.
Choosing An Asset Type
Open Add Holding ("Choose an asset type to get started") and pick one (step 1 of 3):
Stocks & ETFs — ASX, NYSE, NASDAQ and more
Cryptocurrency — Bitcoin, Ethereum and 1,000+ coins
Cash & Fixed Income — Term deposits, bonds, savings
Custom Asset — Property, collectibles, private equity
Adding a Listed Stock or ETF
Tap Stocks & ETFs.
Type a stock symbol or company name (search starts at two characters).
Each result row shows the symbol, company name, logo and exchange.
Tap the holding you want — you'll move straight to the trade form for your first trade.
Entering the First Trade
The trade form (step 3 of 3) opens pre-set to a Buy, showing the holding's symbol, exchange and a running Total.
Trade Type — defaults to Buy; you can change it.
Date — the trade date.
Quantity — shares/units.
Share Price — price per share. Tap the Closing … chip to use that date's closing price if available.
Brokerage(optional) — any fees.
Exchange Rate(optional) — shown only for holdings in a currency other than your portfolio's base; tap the Rate … chip to use the looked-up rate.
Notes and an attachment(both optional).
Tap Save Trade.
The holding is created with this first trade, and you'll land on its detail screen.
Tip: For every field and the other trade types, see Add, Edit or Delete a Trade in the Mobile App.
Custom Assets, Crypto and Cash
Custom Asset (Add Custom Investment): enter an Investment Name (e.g. Investment Property), choose Buy or Opening Balance, then a date, Quantity, and either a Price (Buy) or Cost Base (Opening Balance). More options reveals a Notes field. Tap Add Custom Investment.
Cryptocurrency and Cash & Fixed Income each have their own dedicated flow — see their own articles.