US Stocks
Holdings-based tracker — how US stock invested value, current value, and P&L update in Invesh, including USD/INR display.
Last reviewed 2026-07-18
US Stocks use a holdings-based tracker.
Tracks positions held — symbol, quantity, average buy price, and current price in USD. Valuation is manual.
| Metric | Rule |
|---|---|
| Invested | Quantity × avg buy price (summed) |
| Current value | Quantity × 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.
Currency display
- Stored prices and computed P&L are in USD
- The US Stocks dashboard USD / INR toggle converts displayed amounts using the latest USDINR rate when available
- PDF export follows the same toggle
- Wealth Dashboard rolls US stocks into net worth in INR
Related
- Tracker behaviors overview
- Product: US Stocks
- How-to: Add a US stock holding