Track funds and ETFs

TangBoe records funds and ETFs you bought from a bank, asset manager, or broker so they sit in one portfolio. It does not send buy or sell orders.

What Boe helps with here

• Combine mutual funds and ETFs from several sources in one portfolio
• Follow units, average cost, price, and current value
• Log buys and sells against an investment wallet

Add a fund you already hold

1. Open Holdings from Wallets
2. Tap Add holding and search for the fund or ETF
3. Enter units, average cost, currency, and investment wallet
4. Add a note such as the purchase channel, then save

Log a buy

1. Add an Transactions item of type Investment
2. Pick the fund or ETF and choose Buy
3. Enter cash paid, units, date, and related wallets
4. Check the details and save

Log a sell

Pick the same asset and action Sell, then enter cash received and units sold. TangBoe adds cash-in and reduces the holding.

Price and current value

When the catalog has a price, value is units × latest price. If there is no price, you can still record units and cost, but check an external source too.

Use TangBoe to record and track only. It is not a fund or ETF order system.