How do I add an investment manually?

Written By J Dibs

Add an Investment (Manually) 🏗️

  • Log in, head to the Portfolio Page, and click + Investment.

  • Fill in the required fields: Name, Entity, Account, Asset Class, Exp. Start Date.

  • Pro tip: the more details you add, the smarter your insights. (Remember: garbage in, garbage out 😅)

  • Save and watch your investment show up in your portfolio.

J Dibs https://www.passiveinvestmenttracker.com
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