Add a US stock holding

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

Last reviewed 2026-10-17

Add a single US stock position under a brokerage account. Invested value and P&L come from quantity × average buy price and quantity × current price (USD).

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

Open the app as you go

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

Open US Stocks and pick a brokerage account

Open US Stocks from the Investments menu (or start from Explore Investment). Select the brokerage 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 (for example AAPL)
ExchangeNoDefaults to NASDAQ; options NASDAQ / NYSE / AMEX

Your position

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

Save when validation passes. The finish screen confirms the holding; use Add another or Done.

Verify

Check the holdings table and invested vs current values on the US Stocks dashboard. Use the USD / INR toggle if you want amounts in rupees.

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 stock holdingAdd one equity position under a Stocks broker account — symbol, quantity, and prices — with the guided Add one transaction form.NextAdd a mutual fund holdingAdd one scheme position under a Mutual Funds platform account — units and NAVs — with the guided Add one transaction form.