How do I add an investment manually?

Add an Investment (Manually) 🏗️

Adding an investment manually is quick, just enter the essentials, and PSVTracker will handle the heavy lifting for you.

✅ Minimum Required to Create an Investment

You only need five fields to save an investment:

• Name

• Entity

• Account

• Asset Class

• Expected Start Date

That’s it. With just these, your investment will save successfully.

📈 Want Statement Value & Total Returns? Add at least 2 transactions

To unlock actual performance calculations (ST Value + Total Returns), you’ll need two transactions:

1. Capital Contribution — e.g., $50,000

   • This is typically on or after your Expected Start Date, but it doesn’t have to be.

2. Return ON Capital — e.g., $750

   • Must be dated after the Capital Contribution.

   • PSVTracker uses the first transaction date as the anchor for all calculations.

Note: Adding only Profit/Loss, Reinvestment, or Return OF Capital will not generate Future Expected CoC or EM calculations.
Those require Return ON Capital activity.

📘 Want Future Expected CoC, Future Expected EM, or Expected Returns? Add a few more fields

To calculate expected performance, you'll need to add the following on the investment:

• Hold Period (months) → PSVTracker uses this to generate your Expected End Date

• Expected Contribution Amount

• Either:

  • Expected EM, or

  • Expected CoC %

Once these are provided, PSVTracker automatically calculates:

• Expected Distribution Amounts

• Expected performance graphs

• Expected vs. Actual comparisons

📊 Want to compare Expected XIRR vs Actual XIRR?

You’ll just need one more field:

• Expected XIRR

This enables PSVTracker to overlay your projected return curve against real-world performance, perfect for “trust but verify” tracking.