Investment & Asset Tracking

Your financial picture includes more than bank balances. Spendly investment tracking gives holdings and other assets a place alongside your everyday accounts.

Track the assets that matter to you

Add a holding with its currency and record what it is worth on a date. Stocks, funds, crypto, property, and other assets can be organized in a way that reflects your financial life.

Dated valuations give the record a clear time reference. As you add new values, you build a history you can review alongside the rest of your finances.

Build a valuation history

Record updated values when you review a statement or assess an asset. The investment detail view brings those entries together so you can follow changes over time.

This approach lets you include assets with different valuation rhythms. An investment account may have regular statements, while a property value may be reviewed less often. Each entry records what you supplied and when.

Bring holdings into net worth

Your investment values contribute to the net worth tracker, alongside account balances and liabilities. That gives you a wider view of the assets you hold without losing their individual records.

Holdings in different currencies remain in their own currency and contribute to your converted overall total. Read about multi-currency support to see how original amounts and overview figures work together.

Make asset tracking part of a routine

Choose a review interval that fits the assets you hold. Record new values, check the dates, and look at the broader trend rather than one isolated point.

Investment tracking organizes the information you provide. Pair it with your budget and savings goals to keep current spending and longer-term assets in the same planning workspace.