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2. supported asset classes
Stocks / ETFs / Mutual Funds
Stocks / ETFs / Mutual Funds
Christian Peter avatar
Written by Christian Peter
Updated over a week ago

You want to track stocks, ETFs or funds?

Then read on!

Through our connections to the L&S Exchange as well as the data provider "Refinitiv" we have access to a global database of securities with corresponding price data.

For securities, we sometimes also offer an automatic import from the broker.

You can find out more here.

To create a corresponding position manually, you can proceed as follows:

  1. Go to the desired portfolio or create a new one

  2. Now go to the "New transaction" button

  3. In the upper menu you now select "Security".

  4. Select this and now you will see the transaction menu

  5. Enter the name of the company or the ISIN

  6. Now select the date of purchase.

  7. Next you enter the purchase price per share

  8. Now just click on Add Transaction and you're done.#

If required, we also offer the possibility to deposit costs or taxes with the "extended transaction entry".

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