Add a stock holding

Add one equity position under a Stocks broker account — symbol, quantity, and prices — with the guided Add one transaction form.

Last reviewed 2026-10-17

Add a single stock position under a broker account. Invested value and P&L come from quantity × average buy price and quantity × current price.

Prerequisites: permission to create holdings, and a Stocks broker account. See Add an investment account and Stocks.

Open the app as you go

Field labels match the guided Add one transaction flow in the Invesh app.

Open Stocks and pick a broker account

Open Stocks from the Investments menu (or start from Explore Investment). Select the broker account. Create one first if you do not have one (nickname + broker).

Start Add one transaction

Open Add Holding on the dashboard, then choose Add one transaction (or Add several (Bulk Add) for many rows, or AI Import for Artha). You can also continue with Add a holding right after you create the account.

Enter the position

The guided form picks the account (if needed), then asks for the holding fields:

Stock

FieldRequiredNotes
Stock SymbolYesTrading symbol; saved uppercase
ExchangeNoDefaults to NSE; options NSE / BSE

Your position

FieldRequiredNotes
QuantityYesTotal shares held (must be greater than 0)
Avg Buy Price (₹)YesAverage price per share
Current Price (₹)YesLatest price; update anytime for P&L
NoteNoOptional

Save with Save holding. The finish screen confirms the stock is on your portfolio; use Add another for the next position or Done.

Verify

Check the holdings table and invested vs current values on the Stocks dashboard.

Tips

  • After buys or sells, edit quantity and average buy price
  • Update Current Price anytime to refresh P&L (manual valuation — no live feed)
  • If you sell out, delete the holding — activity history for that holding is removed with it
  • For many rows at once, use Add holdings in bulk
PreviousAdd a bank account snapshotRecord an available balance snapshot for a Bank Account tracker with the guided balance form.NextAdd a US stock holdingAdd one US equity position under a US Stocks brokerage account — symbol, quantity, and prices in USD — with the guided Add one transaction form.