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, or if a synchronisation keeps failing, you can still track it by adding it manually.
Create a new account
On the web: click Add assets, choose Investment account, then Manual entry.
On mobile: open Complete my portfolio, choose Investment accounts, then Manual entry.
Then choose the account Type (life insurance, PER, PEA, brokerage account…) in the form. Your account is then tracked from your transactions (buys, sells, deposits…): Finary rebuilds your holdings, your average cost (PRU) and your performance.
A euro fund or a crowdlending line can also be added to a new account, on the web only for now: see Ajouter des positions et des transactions à mon compte manuel (in French).
To go further, see Suivre mon compte d'investissement à partir de mes transactions (in French) and Ajouter des positions et des transactions à mon compte manuel (in French).
Update an existing manual account
Your existing manual investment accounts work as before: you add and edit your holdings directly, without a transaction history. You can recognise them because they have no History tab. They can't be converted: to track an account from your transactions, create a new one.
Adding a security, a unit-linked fund or a euro fund to my existing manual account — including to record a new purchase
What about your contract fees?
On a manually added contract, select your contract so that Finary can calculate its envelope fees:
On the web: in the account's Insights tab, open the Fee scanner. Under Characteristics, click Account type, then pick your contract at the Contract step (or Other / I don't know).
On mobile: in the account's Settings tab, edit its Information and choose the Contract.
Fund and unit-linked fees (mutual funds, ETFs) are calculated automatically. To learn more, see What are hidden fees?.
To understand how your gains and losses are calculated, see Understanding my performance (P&L) for an existing account, and Comprendre la performance de mon compte manuel (in French) for a new account.