Look-through
Fourteen fund names can be four hundred companies, or the same forty bought four times. Add what you hold and see the stocks underneath, where they repeat, and what each fund is contributing.
Or save a portfolio and come back to it later.
Used on the PDF only. Leave these blank and the report simply carries no name.
Search by fund name, then enter what that holding is worth today — not the amount you invested.
Or tap the microphone and say the fund name. Your browser does the listening; FinChaya only receives the words it makes of it.
One fund per line: the name, then a comma, then the amount. A header row is ignored.
No funds added yet.