> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.booksgpt.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Track personal investments

An investment account (a brokerage, IRA, or 401k) counts toward your net worth like any other account. There are two ways to add one:

- **Connect brokerage** links your brokerage. Its accounts and holdings come in on their own.
- **Add manually** is for an account you track yourself. You type its value.

|| Add each account one way only. An account that is both linked and typed in counts twice in your net worth.

## Link a brokerage

1. Open **All pages** in the left sidebar, then under **Insights** click **Investments**.
2. Click **Connect brokerage**.
3. You go to a page where you pick your brokerage and sign in.
4. When you finish, you come back to the Investments page.

![The Investments page with Connect a brokerage and the Connect brokerage button](https://booksgpt.ai/help/personal/investments-connect.png)

### When you come back

A note under the title says what happened. **Imported 6 accounts from Fidelity** means it worked, and the transactions show up under **Transactions** in a few minutes.

![Investments: Imported 6 accounts from Fidelity. Their transactions will show up under Transactions in a few minutes.](https://booksgpt.ai/help/personal/investments-imported.png)

Holdings can take a little while to arrive the first time. Then the page shows:

- The total across your linked accounts (**balance not reported yet** until your brokerage sends one).
- Each holding with its quantity, price, value, and gain, and an **Allocation** bar.
- **Add brokerage** to link another one, and **Refresh** to fetch the latest.
- A row per account: **Importing…** while its first holdings are on the way (up to a day), or **couldn't be read yet** if the last try failed. We retry on our own.

Linked accounts also appear on **Accounts** under **Investments**.

### If it didn't connect

The note says **Nothing was connected** and why. Fix that, then click **Connect brokerage** again:

- Check your sign-in details.
- If your brokerage couldn't be reached, wait a few minutes.
- If the window expired or you closed it early, just start again.
- If a verification code failed, use a new one.

![Investments: Nothing was connected. Your brokerage didn't accept those sign-in details. Check them and try again.](https://booksgpt.ai/help/personal/investments-not-connected.png)

If the note has a **Check again** or **Try again** button, your brokerage may still be finishing. Wait a moment and click it.

### A brokerage in another workspace

|| A brokerage lives in one workspace at a time. We never copy it into another one, even one you belong to.

Connecting it in a second workspace changes nothing, and the note says it **is in another of your workspaces**. To move it:

1. In the workspace that has it, **Disconnect** each of its accounts.
2. Connect it again in the new workspace.

## Add an investment account by hand

1. Open **All pages** in the left sidebar, then under **Money** click [**Accounts**](https://app.booksgpt.ai/go/personal-accounts).
2. Click **Add manually**.
3. Choose **Investment**.
4. Enter a **Name**, the institution if you like, and the **Current balance**.
5. Click **Add account**.

![Add an account with Cash, Investment, Real Estate, Vehicle, Crypto, Loan, and Other](https://booksgpt.ai/help/personal/add-account.png)

- It joins your net worth right away, under **Investments**.
- Its row says **Manual as of** the day you typed the value, so you can tell it from a linked account.
- In **Settings**, on the **Institutions** tab, it reads **Manual** with the same date.

![Accounts: a 401k and a Roth IRA under Investments, each Manual as of the day it was typed](https://booksgpt.ai/help/personal/accounts-investments.png)

## Keep each account counted once

- **You linked an account you had typed in:** click the **⋮** beside the typed one. Under **Merge duplicate**, choose the linked account, then click **Merge** and confirm.
- **A typed value changed:** a typed value cannot be edited. Add the account again with the new value, then merge the old one into it the same way.

## Disconnect a brokerage

1. On **Investments**, find the account's row at the bottom of the page.
2. Click **Disconnect**, then **Disconnect** again to confirm.

- Syncing from that account stops, and it leaves Investments and your net worth.
- Nothing already imported is deleted. On **Accounts** it moves to **Archived accounts**.
- Each account disconnects on its own. You can connect a brokerage again later.

## Good to know

- If your bank also holds an investment account, **Connect bank** on Accounts can bring it in with its balance. Only **Connect brokerage** brings in holdings.
- If **Refresh** can't read an account, a note says **Refresh didn't finish** and why.
- Brokerages can be linked only in a workspace that uses US dollars.
- **Advanced**, on the Investments page, is for tax-lot detail, performance attribution, and rebalancing. It is marked **Coming soon**.
- For the full personal setup, see "Add a personal workspace and your accounts".