Investing and net worth
Connect brokerages, track investments by hand, and follow your net worth.
7 articles
Holdings, activity and performance
Investing opens on All accounts: your total, what you hold as a chart and a table, and your accounts. Split it by holding, type or account, and open any account for its holdings, its activity and the performance your brokerage reports.
How do I add a home, car or other asset or debt?
On Net worth, choose Add, then An asset or A debt, pick what it is and answer a few questions. A home or car can carry its mortgage or loan, and Finly Money works out how the value and the balance move over time.
How do I connect a brokerage?
Go to Investing, pick your brokerage and sign in on its secure page through SnapTrade or Plaid. Your accounts, holdings and activity come in read-only. Grow includes 1 brokerage connection; Thrive includes 2, and Thrive Duo 2 for each of you.
How do I disconnect a brokerage?
On Investing, choose Brokerages, then Disconnect next to the brokerage. Its accounts and holdings leave Finly Money and the connection stops counting on your plan. To take off just one account, open it and choose Remove.
How do I track investments by hand?
On Investing, choose Add, then Track an account by hand. Name the account, add what it holds with today's prices, and record buys, sales and dividends if you like. Hand-tracked accounts are included with every plan, with no limit, and count in your net worth.
How is my net worth worked out?
Net worth is what you own minus what you owe. Finly Money adds up your account balances, your investments and the assets and debts you add yourself, counts each account once, and shows how the total has moved over the past year, as bars or a line.
How often do my investments update?
Brokerages connected through SnapTrade update on their own once a day, and new activity shows up the next day. Press Sync on Investing for the latest; ones connected through Plaid update when you sync. If a brokerage stops updating, choose Reconnect.
Still need help?
Our team answers every request, usually within 1–2 business days.