How do I enter the transactions for my investments?

In Kubera you don't start by entering transactions per se. You start by adding the stocks by choosing the ticker symbol and their current total quantity. This shows you the current value of the asset. As Kubera is a net worth tracker, this is the primary use case.

Once all your stocks (and other assets) are added, you can simply enter the money you invested (CAN IN) and the money you withdrew by selling the asset or by dividends or interest (CASH OUT). No price. No quantity.

E.g if you bought 10 shares for $10, you enter the Date and Cash In: $100

Based on the cash flow and the current value, Kubera calculates the IRR of the asset. Cash flow works for all kinds of assets. Not just stocks.


Read more details about Cash Flow and IRR here >> https://help.kubera.com/article/79-irr-of-my-investment-in-kubera

Also read https://help.kubera.com/article/120-how-to-import-my-brokerage-transactions

To understand how Kubera works, please watch the Kubera Demo video.

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