Stocks

Holdings-based tracker — how stock invested value, current value, and P&L update in Invesh.

Last reviewed 2026-07-15

Stocks use a holdings-based tracker.

Tracks positions held — symbol, quantity, average buy price, and current price. Valuation is manual.

MetricRule
InvestedQuantity × avg buy price (summed)
Current valueQuantity × current price
Gain (P&L)Current value − invested

Edit quantity / avg buy after trades; update current price yourself to refresh P&L (no live price feed). Deleting a sold-out holding removes its activity history — Invesh does not keep a separate realised-P&L archive.

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