Stocks
Holdings-based tracker — how stock invested value, current value, and P&L update in Invesh.
Last reviewed 2026-10-10
Stocks use a holdings-based tracker.
Tracks positions held — symbol, quantity, average buy price, and current price. Valuation is manual.
| Metric | Rule |
|---|---|
| Invested | Quantity × avg buy price (summed) |
| Current value | Quantity × current price |
| Gain (P&L) | Current value − invested |
| Scope | All Accounts or one selected broker account |
| Chart (one account) | Per-holding invested vs current value bars for holdings in that account |
| Current price tooltip | Price as of the saved date when known; otherwise edit the holding to refresh the price |
| Hero Prices as of | Oldest holding price date in the current scope |
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.
Related
- Tracker behaviors overview
- Product: Stocks
- How-to: Add a stock holding