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Investment Management

InvestSync offers powerful tools to track, manage, and analyze your investments across multiple categories and asset classes.

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Investment Categories

Investments in InvestSync are organized into categories to help you maintain a structured portfolio:

  • Stocks: Public equities and shares
  • ETFs: Exchange-traded funds
  • Mutual Funds: Managed investment funds
  • Bonds: Fixed-income securities
  • Real Estate: Property investments
  • Cryptocurrencies: Digital assets
  • Cash & Deposits: Liquid assets and term deposits
  • Other: Custom investment types

You can customize these categories to suit your specific investment strategy.

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Managing Investments

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Adding New Investments

To add a new investment to your portfolio:

  1. Navigate to the Investments section
  2. Click “Add Investment”
  3. Select the investment category
  4. Enter the investment details (name, ticker symbol, purchase price, etc.)
  5. Add any relevant notes or documentation
  6. Save the investment

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Editing Investments

You can update your investment details at any time:

  1. Navigate to the specific investment
  2. Click the “Edit” button
  3. Modify the relevant information
  4. Save your changes

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Recording Transactions

Track all transactions related to your investments:

  1. Go to the Transactions section
  2. Click “Add Transaction”
  3. Select the transaction type:
    • Buy
    • Sell
    • Dividend
    • Interest
    • Fee
    • Split
    • Transfer
  4. Enter the transaction details (date, amount, price, etc.)
  5. Save the transaction

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Investment Planning

InvestSync includes tools to help you plan your investment strategy:

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Target Allocations

Set target allocation percentages for different investment categories:

  1. Go to the Investment Planning section
  2. Define your target allocation for each category
  3. The dashboard will show how your current allocation compares to your targets

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Performance Analysis

Analyze the performance of individual investments:

  1. View historical performance charts
  2. Compare against market benchmarks
  3. Assess risk metrics and return statistics

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Transaction History

Access a complete record of all investment activities:

  1. Filter transactions by date, type, or investment
  2. Export transaction data for tax reporting
  3. View transaction summaries with performance impact

Use the transaction import feature to bulk upload historical transactions from CSV files or connect to supported brokerages for automatic updates.