Step 1
Open Investments.
Step 2
Add a holding manually or import a supported record.
Step 3
Review the quantity, cost, currency, and current value.
Common questions
Can I import investment records?
Yes. Clover can process supported broker files and structured spreadsheets. Review every proposed account, holding, purchase, and dividend before confirming.
Can I add a holding manually?
Yes. Add the asset, quantity, principal or cost information, currency, and any price details you want Clover to track.
Why is an investment missing from net worth?
Check that the holding belongs to the active Profile, has a usable current value, and uses the expected currency. Correct or add any missing details.
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