The best way to add an investment account — a life insurance, PER, PEA or brokerage account — is to sync it, so everything stays up to date automatically. If your institution isn't available for syncing, you can still track it by adding it manually. The logic below is the same for all investment accounts.
Get started
Open Complete my wealth, then select the category matching your account:
for a life insurance → Life insurance
for any other investment account (PER, PEA, brokerage account, employee savings…) → Stocks & Funds
Select Manual add.
In the Account dropdown, select an existing account or click + Create a new account. When creating it, choose the matching account type (PER, PEA, brokerage account…).
Add your holdings
Euro funds (life insurance, PER)
Enter the contract name, then:
Amount invested — the contributions made to this fund
Current value — the fund's current valuation
Yield — this rate lets us revalue your euro fund automatically over time
Unit-linked funds or securities (life insurance, PER, PEA, brokerage account…)
Search for the share, fund or ETF by name or ISIN and select it
Enter the quantity and the buying price per unit
That's it — your account and its holdings now appear in your portfolio.
ℹ️ A life insurance or PER can hold both euro funds and unit-linked funds; a PEA or brokerage account holds securities only. Add each holding the same way.
Note: a euro fund can only be added from the "Life insurance" flow. If your PER holds a euro fund, add that portion via "Life insurance" (it will then appear as a life-insurance holding).
What about your contract fees?
On a manually added contract, you can enter the contract fees (envelope fees) yourself: open the account, then Edit, and select the contract — or "Other / I don't know" to enter the rate by hand. Fund and unit-linked fees (mutual funds, ETFs) are calculated automatically.
Find the details in Insights → Fee scanner → Contracts. To learn more, see What are hidden fees?.
To understand how your gains and losses are calculated, see Understanding my performance (P&L).