Hey Coach helps track the value of your shares, managed funds and digital currency. To add an investment to your portfolio select ‘add investment’. To edit an investment select ‘edit’. To remove an investment select the trash icon in the investment table.

The value of each investment is made up of a number of units, price and an annual return.

Shares

Enter the number of shares you own, the share price and the annual return.

Managed funds

Enter the number of units held in the fund, the unit price of the fund and an annual return. Depending on your fund structure, your managed fund might only have a balance and an annual return. If this is true of your managed fund enter “1” for your number of units, and your fund balance for price.

Digital currency

Enter the number of coins you hold, the currency price and an annual return.

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