What is the difference between principal, value, gain, and return?
Principal is what you put in, current value is what the holding is worth now, gain is the value change in money terms, and return expresses performance relative to the amount invested.
How do I record purchases or dividends?
Add or import the investment activity, then review the date, amount, asset, and currency so it updates the correct holding.
What if a price or currency looks wrong?
Open the holding and check its price source, latest price, and currency. Correct stale or mismatched information before relying on the portfolio total.
Which investment tools require Plus?
Free includes basic investment tracking. Plus adds the fuller portfolio tools and higher limits shown on the Pricing page.
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