Clover | Add or import investment holdings

Step 1

Open Investments.

Step 2

Add a holding manually or import a supported record.

Step 3

Review the quantity, cost, currency, and current value.

Actual Clover investments mobile screen with fictional sample data — Actual Clover interface with fictional sample data. Select to open the full-size image.

Common questions

Can I import investment records?

Yes. Clover can process supported broker files and structured spreadsheets. Review every proposed account, holding, purchase, and dividend before confirming.

Can I add a holding manually?

Yes. Add the asset, quantity, principal or cost information, currency, and any price details you want Clover to track.

Why is an investment missing from net worth?

Check that the holding belongs to the active Profile, has a usable current value, and uses the expected currency. Correct or add any missing details.

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Finding clarity in your cash flow

Add or import investment holdings

Step 1

Step 2

Step 3

Common questions

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