Step 1
Open Investments or Accounts.
Step 2
Add or review the investment account you want to track.
Step 3
Check holdings, current value, and how the portfolio fits into the rest of your finances.
Common questions
Where do I track investments in Clover?
Use the Investments page for the portfolio view and Accounts when you want to see how investment accounts fit into the rest of your balance picture.
Why keep investments inside Clover?
Keeping investments alongside cash, cards, liabilities, and imported transactions helps you understand your finances as one connected system instead of splitting the story across separate tools.
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