Add a US stock holding
Add one US equity position under a US Stocks brokerage account — symbol, quantity, and prices in USD.
Last reviewed 2026-07-25
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 Add Holdings form in the Invesh app.
Open US Stocks and pick a brokerage account
In the sidebar, open US Stocks (or start from Explore Investment). Select the brokerage account. Create one first if you do not have one (nickname + broker).
Start Manual Entry
Open Add Holding on the dashboard, then choose Manual Entry (or Bulk Entry for many rows, or AI Import for Artha).
Enter the position
Stock
| Field | Required | Notes |
|---|---|---|
| Stock Symbol | Yes | Trading symbol; saved uppercase (for example AAPL) |
| Exchange | No | Defaults to NASDAQ; options NASDAQ / NYSE / AMEX |
Your position
| Field | Required | Notes |
|---|---|---|
| Quantity | Yes | Total shares held (must be greater than 0) |
| Avg Buy Price ($) | Yes | Average price per share in USD |
| Current Price ($) | Yes | Latest price in USD; update anytime for P&L |
| Note | No | Optional |
Save when validation passes.
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
Related
- Overview: Add a snapshot or holding
- Product: US Stocks
- Reference: Tracker behaviors: US Stocks
- How-to: Add holdings in bulk