US Stocks
Track US stock holdings across brokers — quantity, average buy price, and current price in USD, with a USD/INR dashboard toggle, rate attribution, and Wealth rollup when a positive USD/INR rate is stored.
Last reviewed 2026-10-17
US Stocks tracking lets you record equity positions across US brokers in one place. Each holding stores symbol, quantity, average buy price, and current price in USD so invested value and P&L stay clear. The dashboard can show amounts in USD or INR.
Why it exists
US broker apps only show that broker. Invesh lets you keep multiple broker sleeves under one US Stocks dashboard and roll them into the Wealth Dashboard (in INR) when a usable USD/INR rate is available.
How tracking works
| Concept | Meaning |
|---|---|
| Account | One brokerage sleeve (nickname + broker) |
| Holding | One stock position (symbol, qty, avg buy, current price — all prices in USD) |
| Invested | Quantity × average buy price (summed across holdings) |
| Current value | Quantity × current price |
| Gain (P&L) | Current value − invested |
This is a holdings-based tracker. Valuation is manual — you update current price yourself to refresh P&L. See Tracker behaviors: US Stocks.
What you need to start
- Broker name (for example Vested, INDmoney, Interactive Brokers, Charles Schwab, Robinhood, Fidelity, Groww, or Other)
- Stock symbol
- Quantity, average buy price, and current price (USD)
Account ID and institution ID are optional. Exchange defaults to NASDAQ (also NYSE, AMEX).
Currency on the dashboard
- Enter prices in USD when you add or edit a holding
- Use the USD / INR toggle on the US Stocks dashboard to switch how hero KPIs, the holdings table, and the chart display amounts
- INR uses a usable USDINR rate — a finite number greater than 0. Age, a future fetch time, or a stale or flagged mark does not hide it. If the rate is missing, zero or negative, or not a real number, amounts stay in USD and the hero shows USD/INR rate unavailable — showing USD only
- With a usable rate, the hero gain chip converts to INR; without one, that chip stays in USD (even when the toggle is on INR)
- Where a usable rate is shown, a muted Rates By Exchange Rate API link opens the rate provider in a new tab, and hover tooltips on converted amounts include rate as of a short calendar date for the quote’s fetch time (for example 17 Oct 2026)
- Hero Prices as of uses the oldest holding price date in the current scope (not the newest)
- PDF export follows the same toggle (
$or₹) - The Wealth Dashboard and Artha home include US stocks in INR return figures only with that usable rate — otherwise they are excluded, with a notice that says so until a rate is available
- The Activity Feed uses the same usable-rate check for month inflow and outflow chips: converted US rows show in INR with the rate and the same formatted rate as of date on hover; without a rate, US rows stay in $ and stay out of the rupee totals
Keeping P&L current
- After buys or sells, edit quantity and average buy price
- Update current price anytime to refresh P&L (there is no automatic live price feed)
- If you sell out a position, delete the holding (confirm first — see Delete investment rows safely) — that also removes its activity history (Invesh does not keep a separate realised-P&L archive for deleted holdings)
- Use bulk holdings when adding many rows at once
Related
- How-to: Add an investment account
- How-to: Add a US stock holding
- How-to: Add holdings in bulk
- Overview: Add a snapshot or holding