How to add a CASH record to a Portfolio
Although we have plans to add one, there is currently no method of adding CASH records. As a workaround, you can add a holding of the stock symbol USD=X.
- Tap the +Add Stock button and search for USD=X.
- Tap USD in the search results to add it to the current portfolio.
- Back in the portfolio, tap the +Holding button in the USD row of the list.
- Keep the Price Per Unit at $1 and adjust the number of units to reflect the amount of CASH in the record.
Visual Guide
How to add a CASH record to a Portfolio
There is currently no method of adding CASH records. As a workaround, you can add a holding of the stock symbol USD=X.
1. Tap the +Add Stock button and search for USD=X.
2. Tap USD in the search results to add it to the current portfolio.
3. Back in the portfolio, tap the +Holding button in the USD row of the list.
4. Keep the Price Per Unit at $1 and adjust the number of units to reflect the amount of CASH in the record.