Adding assets
How asset search, asset types, and the difference between editable and read-only fields work.
Every position in MyInvestments is one asset — a thing you own, somewhere, in some amount, bought at some price. Adding one takes a few seconds.
Search first, type second
Start typing in the Add asset dialog. Search looks at name, ticker, and ISIN across tens of thousands of supported instruments — stocks from NASDAQ, NYSE, WSE, LSE, and more, ETFs, the top cryptocurrencies, and precious metals (gold, silver, platinum, palladium in various weights).
Pick a result from the dropdown and the form pre-fills: the asset name, ticker, and asset type become read-only — we've identified the instrument, so you don't edit those. You just provide how much you own and what you paid.
Custom assets
Not every asset is listed. A vintage watch, a piece of land, a collectible car — none of these live in a supported-assets database. Choose the Custom asset option and all fields become editable: name, type (Real estate, Other, etc.), currency, amount, price. You update the current price manually whenever you want.
Editable vs read-only fields
- Amount and average buy price: always editable
- Name, ticker, type, current price: read-only for matched assets (we fetch the price); editable for custom assets
- Location, labels, currency, purchase-date exchange rate: always editable
Automatic price updates
Matched assets on the Pro plan refresh automatically: crypto and precious metals every few minutes, stocks and ETFs roughly hourly. On the Free plan, current prices stay at whatever you entered until you update them yourself.