> ## Documentation Index > Fetch the complete documentation index at: https://docs.guito.pt/llms.txt > Use this file to discover all available pages before exploring further. # Investments > Track stocks, ETFs and funds: positions, transactions and multiple portfolios. This page shows how to record and manage your stock, ETF and fund positions in guito. There's no "create portfolio" step: your portfolio is built as you record transactions, and market value and gains or losses are calculated from quotes. Open the section from **Investments** in the sidebar (route `/investments`). ## Record a buy or sell Every position starts from a transaction. To record a buy or sell: Click **Investments** in the sidebar. Click **Add**. If you don't have any positions yet, use the **+** button to record your first transaction. Type the name or symbol in the search box. Stocks, ETFs, funds, crypto and savings certificates all appear together in the same results, so you don't have to pick the asset type in advance. Select the asset and enter: * **Operation**: buy or sell * **Date**: the transaction date * **Quantity**: number of units * **Unit price**: price per unit * **Fee**: (optional) brokerage costs You can add several transactions of different types to the same batch before confirming. When everything is correct, confirm to save. A single batch can mix stocks, crypto and savings certificates, each with its own form rules. PPR plans and funds (including unit-linked funds) are tracked exactly like stocks and ETFs: search for the product in the same search box and record the transaction. Like the rest of your portfolio, they're part of the paid plan. ## View a position's details Click a position in the list to open its details page (route `/investments/[productId]`), organized into stacked sections: * **Summary**: market value, gains or losses and an evolution chart. The time range is controlled by the date selector in the header. * **Transactions**: the full history of buys and sells, with multi-select to delete in bulk. ## Edit a transaction In **Investments**, click the position and scroll down to the **Transactions** section. Click the transaction you want to edit. Adjust the date, quantity, price or fee. Confirm to save your changes. You can't change the operation type (buy or sell). If you need to correct it, delete the transaction and create a new one. ## Add notes to a transaction You can save a personal note on an investment transaction, for example to remember why you bought or sold. In **Investments**, open the position and, in the **Transactions** section, click the transaction to edit it. In the **Notes** field, write what you want to remember. Confirm. A small note icon then appears on the transaction's row; hover to read the text. ## Delete transactions In **Investments**, click the position and scroll down to the **Transactions** section. Click the checkboxes of the transactions you want to delete. Click the **Delete** button that appears and confirm. Deleting all of a position's transactions removes it from the portfolio. ## Closed positions When you sell a position in full, it drops out of the main list, so you keep only what you still hold in view. Closed positions stay in your history and keep the gain or loss you already realized. * To see them, turn on **Show closed**. If all your positions are closed, the empty list shows a shortcut to reveal them. * To tuck away a closed position you no longer want to see, open it and choose **Archive** from the actions menu — only closed positions can be archived. To bring it back, open it and choose **Unarchive**. ## When a product isn't in search If you can't find the fund, ETF or PPR you're looking for, you can suggest adding it directly from search. In **Investments**, click **Add** and search for the product. The **Suggest adding this product** option appears at the bottom of the results list when there are results, and prominently when there are none. The name is pre-filled. If you know it, enter the **ISIN** (it's on your statement). Send it to let us know. With a valid ISIN for a fund or ETF, the product is added on the spot and you can record it right away. Without an ISIN (for example, a PPR with no public ISIN), we log the suggestion and email you when the product becomes available. You can also suggest a product through the assistant: if it can't find it, it asks you for the ISIN and handles the suggestion. Providing the ISIN helps guito match the asset to the right product and avoids confusing different products that share the same symbol. ## Multiple portfolios You can keep separate portfolios, for example to distinguish personal investments from family ones, or different strategies. Each portfolio has its own assets, accounts and independent settings. Click the portfolio selector at the top of the page. To switch, pick the portfolio you want from the list. To create one, click **Create portfolio**. Give the new portfolio a name and confirm. Multiple portfolios are part of the paid plan. ## Related pages Track your savings certificates alongside the rest of your portfolio. Record and track cryptocurrency positions. See how your investments roll up into your total net worth.