How To Handle Investments

There is so much more to Ploutos Budget than just budgeting. We have created Ploutos Budget to be your central hub for all your financial accounts.

Much like a spending account, an investment account can be linked or unlinked. A linked investment account automatically pulls in your investment holdings and updates them periodically. If you opt not to link your investment account, you will need to manually add the investment holdings and periodically update them yourself.

🌎 Web Application

Add An Investment Account

1. Click the "Create" button in the bottom right.

2. Click "Account".

3. Assign a "Name" to this account for easy identification.
4. Select "Investment" for the "Account Type".
5. You can select a previously created "Link". (optional)
   1. How To Add A Linked Account
6. Click "Save".

Manually Add An Investment Holding

1. Click the "Create" button in the bottom right.

2. Click "Holding".

3. Enter the "Name" of the investment holding.
4. Enter the "Ticker Symbol" of the holding.
5. Enter the number of "Shares".
6. Enter your "Cost Basis" (Total cost for all shares).
   1. This is the total amount you have paid for all of these shares.
7. Enter the "Market Value" (Price x Shares).
   1. This is the total amount you could sell all the shares for.
8. Select the investment "Account" this holding is in.
9. Click "Save".

When you click on the newly created account, you will see the holding we created. This view allows you to identify linked holdings, which provide more information than unlinked ones.

📱 Mobile Application

Add An Investment Account

1. Press the "Create" button in the bottom navigation.

2. Press "Account".

3. Assign a "Name" to this account for easy identification.
4. Select "Investment" for the "Account Type".
5. You can select a previously created "Link". (optional)
   1. How To Add A Linked Account
6. Press "Save".

Manually Add An Investment Holding

1. Press the "Create" button in the bottom navigation.

2. Press "Holding".

3. Enter the "Name" of the investment holding.
4. Enter the "Ticker Symbol" of the holding.
5. Enter the number of "Shares".
6. Enter your "Cost Basis" (Total cost for all shares).
   1. This is the total amount you have paid for all of these shares.
7. Enter the "Market Value" (Price x Shares).
   1. This is the total amount you could sell all the shares for.
8. Select the investment "Account" this holding is in.
9. Press "Save".

If you go to the "Account" tab and tap on the newly created account, you will see the holding we created.

You can tap on a holding to view more details. A linked holding will offer more information than an unlinked one.