Add Assets

Overview

Adding assets to Forbidden Finance lets you see your complete financial picture in one place. You can track stocks, ETFs, bonds, cryptocurrency, real estate, retirement accounts, and custom items like vehicles or collectibles. Each asset type has its own setup flow tailored to the information needed for accurate tracking and valuation.

This feature is available on Pro and Premium plans. Custom assets (vehicles, art, jewelry, collectibles) require a Premium plan.

How to Add an Asset

Stocks, ETFs, and Bonds

For publicly traded securities, you enter the ticker symbol and Forbidden Finance handles the rest.

• Ticker symbol — Search by company name or ticker (e.g., AAPL, VTI, BND). The app looks up the current price automatically.
• Exchange — Selected automatically when you choose a ticker, or you can specify if needed.
• Quantity — The number of shares you hold. Fractional shares are supported (e.g., 2.5 shares).
• Cost basis — The total amount you originally paid, used to calculate gain or loss.
• Cost basis method — Choose FIFO (first in, first out), LIFO (last in, first out), or Average. This affects how gains and losses are calculated when you update your holdings.

Prices update automatically from market data, so your portfolio value stays current without manual input.

Cryptocurrency

Track any cryptocurrency by searching for the token name or ID.

• Token — Search from thousands of supported tokens (Bitcoin, Ethereum, Solana, and many more).
• Quantity — The amount you hold, supporting up to 8 decimal places for precision.
• Cost basis — The total amount you originally paid in your base currency.

Crypto prices update automatically. Wallet sync is not available; all crypto holdings are entered manually.

Real Estate

Track property values manually for your home, rental properties, or land.

• Property name — A label for the property (e.g., "Primary Home," "Rental Unit 1").
• Address — The street address of the property.
• Purchase price — What you originally paid for the property.
• Current estimated value — Your best estimate of what the property is worth today. Update this periodically as market conditions change.

Real estate values are manual only. Forbidden Finance does not automatically estimate property values.

Retirement Accounts

Track your retirement savings with the appropriate account type.

• Account type — Select from 401(k), Traditional IRA, Roth IRA, 403(b), or HSA.
• Account name — A label like "Work 401(k)" or "Vanguard IRA."
• Balance — The current account balance.
• Connected or manual — If your retirement account provider supports Plaid, you can connect it for automatic balance updates. Otherwise, enter the balance manually and update it periodically.

Custom Assets (Premium)

Premium users can track non-standard assets that do not fit the other categories.

• Asset name — Descriptive label (e.g., "2021 Toyota Camry," "Original Oil Painting").
• Category — Choose from vehicles, art, collectibles, jewelry, or other.
• Estimated value — Your best estimate of the current market value.

Custom asset values are always manual. Update them whenever you get a new appraisal or market estimate.

After Adding an Asset

Once saved, each asset:

• Appears in your net worth calculation immediately.
• Shows in your portfolio allocation pie chart under its asset class.
• Is included in daily net worth snapshots going forward.
• Can be edited or deleted at any time from the asset detail screen.

Tips

Frequently Asked Questions

Can I track the same stock across multiple brokerage accounts?

Yes. Add separate entries for each account with their respective quantities and cost bases. They are combined in your total net worth but shown individually in the detail view.

How often do stock and crypto prices update?

Prices update automatically throughout the day from market data sources. You do not need to refresh them manually.

Can I connect my brokerage account for automatic import?

Retirement accounts that support Plaid can be connected for automatic balance updates. Individual brokerage holdings (stocks, ETFs) are entered manually with automatic price tracking.

What if I sell an asset?

Edit the asset to update the quantity (for partial sales) or delete it entirely. Your net worth history preserves past snapshots, so the asset's contribution to previous periods is not affected.

Related Articles

Need more help? Contact us at support@403fin.io.