Investment portfolio and holdings

The investment portfolio combines holdings from every investment wallet so you see quantity, cost, and current value in one view.

What Boe helps with here

• Combine holdings from every investment wallet
• Show quantity, average cost, latest price, and current value
• Search, change layout, and see totals in a base currency

What you see in the portfolio

• Portfolio total
• Base currency used for the summary
• Date and time of the last price update
• Asset name and symbol
• Units and average cost
• Latest price and market value

Add a holding

1. Open Wallets, then Holdings
2. Tap Add holding
3. Pick an asset from the catalog
4. Enter units, average cost, and cost currency
5. Pick an investment wallet and add a note if you want
6. Save

Edit or delete a holding

• Use Edit holding for a starting balance, cost, or note
• Use Transactions when the change came from a real buy or sell
• Deleting a holding removes it from the overview, so check linked items first

Change layout and search

The wallets page supports grid/list views plus search and filters, which helps when you have many wallets and assets.

Change base currency

Pick a base currency such as THB or USD. TangBoe reloads the portfolio and converts the total with supported rates. Actual asset units do not change.

Read next: Update asset prices