Good to know: a security you add manually (stock, ETF, bond…) is valued automatically, just as if it were synced. You only need to report your purchases and sales yourself. A euro fund or crowdlending holding you add manually isn't priced by Finary: you keep its value up to date.
Enter your title manually
Click Add assets, then choose Investment account and Manual entry (on mobile: tap +, then Investment accounts and Manual entry).
Choose the account Type (PEA, brokerage account, life insurance…), enter its name and currency, then confirm.
Click Add holding (on mobile: + then Add holding), search for the security by name, ticker or ISIN code, then enter the quantity and the price.
Validate and repeat the operation in order to have all your security in your patrimony
New integrations are added every month. You can find the complete list here.
Prioritization is based on requests from our community. You can go vote for a platform or propose a new one in the Ideas section. Click on Vote to contribute to the vote.
