US Stocks
Holdings-based tracker — how US stock invested value, current value, and P&L update in Invesh, including USD/INR display, rate attribution, and Wealth rollup rules.
Last reviewed 2026-10-17
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 |
| Hero Prices as of | Oldest holding price date in the current scope; falls back to the hero date if none exist |
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 a usable USDINR rate (a finite number greater than 0) when available; otherwise amounts stay in USD and the hero shows USD/INR rate unavailable — showing USD only
- Age, a future fetch time, or a stale or flagged mark does not hide a positive finite rate
- With a usable rate, the hero gain chip converts to INR; without one, the chip stays in USD
- Where a usable rate is shown, a Rates By Exchange Rate API attribution link appears, and hover tooltips include rate as of a short calendar date for the quote’s fetch time (for example 17 Oct 2026)
- PDF export follows the same toggle
- Wealth Dashboard and Artha home roll US stocks into INR return figures only with that usable rate; otherwise US stocks are excluded until a rate is available
- Activity Feed month chips convert US amounts with that same usable rate; without it, US rows display in USD and stay out of INR inflow and outflow
Related
- Tracker behaviors overview
- Product: US Stocks
- How-to: Add a US stock holding