Investment accounts

MoneyVue tracks investment accounts the same way it tracks checking and savings — through SimpleFIN. The data is balance-only, not holding-by-holding.

What's tracked

• Account balance — the current total value, as your broker reports it.
• Balance history — a daily series so you can see how the account moved over time. See Balance history.
• Account type — brokerage, retirement, IRA, 401(k), and similar are all classified as investment.

What's not tracked

• Individual holdings — MoneyVue doesn't pull a list of stocks, funds, or shares.
• Cost basis or gains — those live in your broker's portal.
• Dividends and capital gains as separate transactions — most brokers return total balance only.

This is a deliberate scope decision: tracking holdings well requires data feeds banks don't standardize, and getting it half-right would be worse than not tracking at all.

Adding an investment account

If your broker is on SimpleFIN, follow Connecting your bank accounts — investment accounts come through the same flow.

If your broker is not on SimpleFIN, create a manual account in Settings → Accounts and update the balance by hand. This works well for accounts you check monthly or quarterly.

Where investment data shows up

• Investments page — balances, performance vs. benchmarks, balance history chart.
• Net Worth page — investment balances are part of your asset side. See Net worth.
• Dashboard — top-line balance and trend.

FAQ

Why don't I see my individual stocks? SimpleFIN doesn't return holdings data, so MoneyVue can't show them. Use your broker's portal for trade-level detail.

Can I track crypto? Add a manual account and update the balance when you check it.

My broker shows different numbers than MoneyVue — why? SimpleFIN reads what your broker reports through its data feed, which sometimes lags the website by a day. Force a sync and check again the next day.