/investments).
Record a buy or sell
1
Click Add
Click Add, at the top of the page. The same window covers what guito quotes and what it doesn’t. For a holding you already have, use Add transaction, at the top of that position’s own page.
2
Search for the asset
Type the name, the symbol or the ISIN (the 12-character code on your statement, for example IE00B4KBBD01). Stocks, ETFs, funds, crypto and savings certificates all appear in the same results.
3
Fill in the form
Select the asset and enter the operation (buy or sell), the date and the quantity. If several exchanges are available, confirm the exchange you traded on under Listing before entering the price; in the mobile app, choose it under Exchange, on the same step as the price. The unit price and fee are expressed in that listing’s currency. In the mobile app, changing the exchange clears the price and, if the currency changes, the fee too. Check that the exchange and price in the summary match your trade; to correct them, return to the previous step.The unit price accepts up to eight decimal places, including prices below one cent. If the asset has no available quotes, return to search to choose another asset or use Add manually.On a sell, guito shows how much you have available underneath the quantity, with Sell all to fill in the whole position. A sale comes out of where you hold the shares: if you hold the same product on more than one exchange, say which under Sell from, and each exchange is sold separately.
4
Link it to the bank movement
On a buy, pick under Source account the account the money left. On a sale, pick under Destination account the account it arrived in. This step is optional.On a bank-connected account, guito looks for the matching movement and, when it finds it, leaves it already picked — tap it to swap it for another. There’s nothing to create: the movement is the bank’s own, with the bank’s description and reference.If it hasn’t arrived from the bank yet, choose Hasn’t arrived from the bank yet?. guito records the purchase anyway and, once the movement arrives, swaps it for the bank’s on its own, so you don’t end up with the same payment twice in your movements list.On an account guito doesn’t sync, enter the amount and guito creates the movement for you.
5
Save
Add transaction saves and closes the window. Save and add another saves this one and returns you to the search for the next.If guito already has an identical transaction (the same product, on the same day, with the same type, quantity and price), it asks whether to save this one anyway. If it really is another transaction, for example a second identical purchase on the same day, choose Save anyway. If you save a transaction without getting a confirmation, change it and save again, guito doesn’t save it a second time: the first one was already saved. It shows This trade was already saved with other values, and you can open it in the list of transactions to change it.
What the list shows
Each row carries the asset’s name. On the right sit four numbers, the same ones in every group: Invested, what you put into the position; Total value, what it’s worth today; Return, what you’ve gained or lost in euros; and % Return, that same gain as a percentage. The Invested column adds up to exactly the Invested figure at the top of the page. On a computer, click a column heading to sort the list by it. For positions whose value you provide yourself, the date of the last value you entered appears underneath Total value, for example “your value, 12 Aug”. On Plus, the Total value of US stocks and crypto follows the market during the day. See prices during the day.View a position’s details
Click a position in the list to open its details page:- At the top of the page: market value, gains or losses, and a chart of the position’s value over time, explained in Reading the chart. Under the value, a second line shows what the position gained in the chosen period, for example ”+€82 gain this year”. Choose the period with the date selector in the header. Its last shortcut, All time, starts at this position’s first record. On the Free plan, which limits history, this shortcut is marked as Plus.
- Transactions: the full history of buys and sells, newest first (on the same day, buys count before sells, so a sell sits above that day’s buy; trades of the same type keep the order you entered them, latest on top), with multi-select to delete in bulk. Each row starts with an icon for its kind: an ↗ arrow for a buy, an ↘ arrow for a sell and a pie chart for a dividend.
- Insights and Details, alongside (below, on a narrow screen): total cost, the number of units, the position’s weight in your portfolio, the average price you paid, the current price and the date of the last quote. When the position has paid dividends, Dividends this period (in the chosen period) and Dividends, last 12 months appear too. With at least a year of history, you also see its Annual return.
Reading the chart
The main line shows what the position was worth each day. The thin line beneath it, Invested, shows the money you have in the position: it steps up when you buy and down when you sell. The value line is green while it sits above Invested and red when it drops below it, and the tinted band between the two shows how much you’re up or down on each day.- Buys, sells and dividends. A buy appears as a small ring with an ↗ arrow, a sell as a ring with an ↘ arrow, and a dividend as a teal dot. Ones that fall very close together share a single mark, and a day with different kinds of movement shows a grey ring.
- The jump on a buy or sell. When you buy or sell, the position’s value rises or falls in one go because money came in or went out, not because the investment gained or lost. That jump is drawn as a thin grey connector, so it isn’t mistaken for performance.
- High, low and today. The highest and lowest values in the period are labelled next to their points, and a dot at the end of the line marks today.
- Scrubbing the chart. Hover over or drag along the line to see each day’s value and, where there were movements, what happened, for example “Buy · 10 units” or “1 buy · 1 dividend”.
- Estimated and missing values. A dotted, faded stretch means the value on those days is an estimate, because the last known price is more than 5 days old. Scrubbing it shows, for example, “Estimated value · last price on 2 Mar”. A gap in the line means the value on those days is unknown. See estimated values in charts.
The gain in the period
The line under the position’s value, for example ”+€82 gain this year”, shows what the position gained or lost in the chosen period, leaving out money you put in or took out during it. If the position was worth €1,000 in January, you bought another €500 in March and it’s worth €1,600 today, the value rose by €600, but the gain for the year is €100: the other €500 was your own money. Dividends you received aren’t included. With All time, this line doesn’t appear: the gain over your whole history is the gain or loss you already see at the top of the page.Value and performance
Next to the chart, the Value / Performance switch changes what the chart shows. It’s on the total chart, at the top of the Investments page, and on the page of each quoted position. Your choice is remembered on the device. The switch doesn’t appear on a position whose cost isn’t known, or while a first broker import is still being processed.- Value is the view described above: what it was worth each day, with the Invested line.
- Performance shows the return for the period as a percentage. The line starts at 0%, marked Start, and is green above it and red below. Dividends you received are included.
What the return measures
The return measures how the investment itself did, whatever the timing of the money you put in or took out. That’s why a buy or a sell doesn’t move the line up or down: two people holding the same fund over the same period see the same percentage, even if they invested different amounts on different dates.Annual return
Annual return is the yearly rate your money earned, from your first buy until today. It counts every buy, sell and dividend, and when each one happened: money invested years ago weighs more than money invested last month. It’s the yearly interest a savings account would have had to pay to reach the same result. It appears under Insights, on each position’s page, and under the total value at the top of the Investments page, once there’s at least a year of history: before that, a yearly rate worked out over a few months would be misleading. For a position you’ve sold, only the time you held it counts. Alongside it, at the top of the Investments page, Dividends this period and Dividends, last 12 months for the whole portfolio also appear once any position has paid a dividend.Edit a transaction
In Investments, open the position, scroll down to the Transactions section and click the transaction. You can write a note and link the transaction to a movement in your bank account. The date, quantity, price and fee are read-only.Add notes to a transaction
When you edit a transaction, the Notes field holds a personal note — for example, why you bought or sold.Delete transactions
On the position’s page, in the Transactions section, tick the checkboxes of the transactions you want to delete, then click the trash icon in the bar that appears at the bottom.Deleting all of a position’s transactions removes it from the portfolio.
Closed positions
When you sell a position in full, it drops out of the main list, so only what you still hold stays in view. Closed positions stay in your history and keep the gain or loss you already realised.- To see them, open the ⋯ menu at the top of the page and turn on Show closed positions (it tells you how many there are). The option only appears once you have closed positions.
- To tuck away a closed position you no longer want to see, open it and choose Archive from the actions menu — only closed positions can be archived. To bring it back, open it and choose Restore.
When a product doesn’t show up in search
If you can’t find the fund, ETF or PPR you’re looking for, you can suggest adding it directly from search. In Investments, click Add, search for the product and choose Suggest adding this product, at the bottom of the results. The name is pre-filled; if you know it, enter the ISIN (it’s on your statement) and send.With a valid ISIN for a fund or ETF, the product is added on the spot and you can record it right away. Without an ISIN (for example, a PPR with no public ISIN), we log the suggestion and email you when the product becomes available. You can also suggest a product through the assistant: if it can’t find it, it asks you for the ISIN and handles the suggestion.
Investments with no quote
A stock, an ETF or a fund that isn’t in the catalogue yet, money placed on a P2P platform, a share in a company or money you lent to someone are recorded under Add manually, in the same Add window. Instead of quantity and unit price, you enter how much you put in and what it’s worth today, and the position appears under Unpriced. See investments without automatic pricing.Import a broker file
Import file, in the ⋯ menu at the top of the page, opens the file picker for the CSV or TSV you exported from your broker. Review the trades and confirm to save them. See importing and exporting data.How your investments are grouped
Your investments appear in three sections: Investments for what guito quotes, Savings certificates, and Unpriced for the ones whose value you provide. In the ⋯ menu at the top of the page, under View, pick By type to see each section’s total, or By category to see positions by asset class. If any of your investments has a platform recorded, By platform appears as well. In the category view, a stock you recorded by hand counts as a stock, and an ETF as an ETF. Only off-market investments, such as P2P lending or a share in a company, form a category of their own, Alternatives.Related pages
Savings certificates
Track your savings certificates alongside the rest of your portfolio.
Crypto
Record and track cryptocurrency positions.
Investments without automatic pricing
Stocks, ETFs, funds, bonds and crypto that guito doesn’t quote, P2P lending, private equity, business stakes and loans you granted.
Net worth overview
See how your investments roll up into your total net worth.