Investments

Your portfolio at a glance

Your money isn't only what sits in your accounts. The portfolio is where abacova tracks the holdings that aren't cash, such as shares, funds and other assets. For each one it shows what it's worth and how much profit or loss it carries, so you can follow your investments next to the rest of your finances.

Like everything else in abacova, your portfolio belongs to the organization you have selected in the top bar. If you keep separate organizations, what you see is always the selected one's.

Before you start

The portfolio isn't part of the free plan or the entry plan. The mid plan allows 25 assets. It's a dense, wide screen designed for a computer, so it has no screen of its own in the phone app: you can reach it from the app, but it opens in the browser, and the app tells you so.

To see a portfolio with data before you enter your own, use the example organization. It includes an investment portfolio with prices and dividends. Open your organization's settings and choose Generate demo organization, then switch to it once it's ready. It isn't available on the free plan.

Prices and currencies

Prices

You don't have to look prices up yourself: abacova fetches them automatically and converts them into the asset's currency. Whenever you do type a price, a comma and a dot both work as the decimal mark, so 40,50 and 40.50 are the same number.

Several currencies

Each account has its own currency, and you choose a display currency for totals. Exchange rates convert between them, and on the paid plans they can be kept up to date automatically. When a total mixes currencies that can't all be converted, abacova says the total is partial rather than quietly showing a wrong number.

Find and use your figures

The global search in the top bar looks across transactions, accounts and assets at once, so you can jump straight to a holding.

For a deeper look, the report builder draws on your portfolio as well as on transactions, budgets, accounts and debts. You can save a report, run it again, and export it to Excel, PDF or PNG.

If you're moving from another app, you can bring your history in from a file. A prepared format for one other app covers investments as well as transactions and budgets.

Accounts and assets

An account that assets still depend on can't be deleted, and abacova tells you what's holding it. Archive the account instead: it keeps its history and stops appearing in pickers.

What the portfolio doesn't do

The portfolio tracks what you hold and what it's worth. It can't buy or sell anything, because abacova isn't a trading or brokerage service, and it has no cryptocurrency wallet or exchange integration. It doesn't give tax advice either.