Adding Stocks & ETFs
How to add stocks and ETFs to your portfolio
Learn how to add stocks and ETFs to track your equity investments.
How to Add a Stock
- Click the Add Asset button on your dashboard
- Select Stocks & ETFs as the asset type
- Search for your stock by name or ticker symbol (e.g., "AAPL" for Apple)
- Enter the number of shares you own
- Enter your average purchase price (optional but recommended for accurate gains tracking)
- Click Save
Finding the Right Ticker
When searching for stocks:
- US Stocks: Use the standard ticker (AAPL, MSFT, GOOGL)
- International Stocks: Include the exchange suffix (e.g., "BMW.DE" for BMW on German exchange)
- ETFs: Search by ETF name or ticker (SPY, VTI, VOO)
Tracking Multiple Purchases
If you've bought the same stock multiple times at different prices:
- You can enter your average cost basis as the purchase price
- Or add multiple entries for the same stock to track individual lots
Supported Exchanges
MyMoneyViz supports stocks from major exchanges worldwide:
- NYSE, NASDAQ (US)
- LSE (UK)
- Frankfurt, Xetra (Germany)
- Euronext (France, Netherlands)
- And many more
Price Updates
Stock prices are updated automatically. You don't need to manually update values.