Tracking your stocks and ETFs ensures you have a clear view of your investments and their growth over time. This guide will walk you through how to add and update your investments properly.

🏦 Adding a Stock or ETF Investment

1. Click "Add UITF Investment” in the UITF Investments table.
2. Add a Name – Use a recognizable name (e.g., S&P 500 ETF, Vanguard Index Fund).
3. Select the Bank or Platform – Choose where you’re investing (e.g., IBKR, GoTrade, BPI, RCBC).
4. Select "UITF Investments" in the Total Views dropdown – This ensures proper categorization.

💰 Adding Each Investment Entry

Each time you buy more shares or units, log them in the All Funds table:

1. Click "Add UITF Entry" in the UITF Entries table.
2. Select the Investment – Choose from the stocks or ETFs you’ve added.
3. Enter the Investment Amount – The total amount spent on this purchase.
4. Add the Purchase Date – The date when the transaction was made.
5. Add the Number of Units/Shares – The quantity you bought.
6. Enter the NAVPU/Share Price – The price per unit/share at the time of purchase.

By keeping your stock and ETF investments updated, you can easily track their growth, gains, and overall portfolio performance. Stay on top of your investments and watch your wealth grow! 🚀

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Get Free Stocks When You Start Investing!

Happy investing! If this guide was helpful and you’re ready to start your journey, use the links below to get free stocks:

📌 IBKR – Get up to $1000 free stocks when you sign up using [this link].

📌 GoTrade – Use [this link] to get a free $2.00 stock.

📌 Wise – Use [this link] to get a free transfer fee when sending money abroad.

Let’s grow our money together! 🚀💰

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