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Investment Accounts

Investment accounts let you track every asset you hold — stocks, crypto, commodities, or foreign currency positions — all in one place, with live market prices updated automatically.


How investment accounts work

When you add an investment account, you select the asset class, search for the specific asset, and enter how many units you hold. Finzen fetches the current market price and calculates the value for you. As prices move, your balances update in real time.

Investment accounts feed into the Portfolio report, where you can see P&L, returns, allocation, and performance over time. They also contribute to your net worth at current market value.

The Portfolio report showing AUM, total returns, cumulative P&L chart, and per-asset breakdown The Portfolio report showing AUM, total returns, cumulative P&L chart, and per-asset breakdown
The Portfolio report — powered entirely by your investment accounts.

Asset classes

Stocks, ETFs & more

Data source: Yahoo Finance

This class covers the full range of exchange-traded financial products:

  • Stocks — equities from global markets
  • ETFs — exchange-traded funds
  • Index funds & mutual funds
  • Futures

Search by ISIN, ticker (e.g. AAPL, VWCE), or by name. If it's on Yahoo Finance, it works with Finzen.

tip

ISIN search is the most accurate — especially for ETFs and funds that share similar names across markets. Ticker works well for widely traded stocks.


Cryptocurrency

Data source: CoinGecko

Search by ticker (e.g. BTC, ETH) or by name. Finzen supports 10,000+ cryptocurrencies — if it's listed on CoinGecko, it works. From blue-chip cryptos like BTC and ETH, all the way to even your random shitcoin, it can be tracked with Finzen.


Physical Commodities

Track physical holdings of precious and industrial metals — not ETFs or futures, but the actual commodity itself.

Supported commodities and their units:

CommodityUnit
Goldgrams
Silvergrams
Coppergrams
Palladiumgrams

This is designed for people who hold physical bullion — gold coins, silver bars, and similar. Enter the weight in grams and Finzen tracks the current market value.

note

Commodities priced as financial products (e.g. gold ETFs or futures contracts) belong in the Stocks, ETFs & more class, not here.


Foreign Exchange

Track open forex positions in 150+ international fiat currencies. Each forex account holds a single currency, and its value is automatically converted to your primary currency at the current exchange rate.

This is useful if you hold foreign cash, have multi-currency accounts, or want to track currency exposure as part of your broader portfolio.


Decimal precision

Finzen tracks units at different precision levels depending on the asset class — reflecting how each asset is naturally priced and traded.

Asset classDecimal places
Crypto8
Stocks, ETFs & more4
Physical Commodities3
Forex2
Cash / fiat (default)2

Coming soon

Finzen is currently in beta, and more asset classes are on the way — including real estate and others. The goal is to support every meaningful asset class so your net worth picture is always complete.

Beta

The current asset classes cover the vast majority of common investment types. If something you track isn't supported yet, stay tuned — the list is growing.


Where to go next