Connecting investment accounts
Brokerages link through the same Plaid flow as banks, and holdings then feed the Invest tab and your net worth.
Investment and brokerage accounts link through the same Plaid flow as your banks, whenever the institution supports investment accounts. Start it from the Overview page.
Once linked, the Invest tab shows your portfolio: holdings synced from the brokerage, plus any manually added assets and collectibles. Holdings count toward your net worth automatically.
Finding a security
The search screen finds stocks, ETFs, and crypto by name or ticker, and shows a Trending list of recent movers.
Values move without you
Investment values change with the market. Your portfolio can move on a day you did not buy or sell anything, and that is expected.
Related articles
Reading your portfolio graph and P/L
Why Seed's year-to-date number can differ from your brokerage's, and what Since a date in the header means.
Why a losing position shows under Liabilities
It is not a bug. Seed classifies holdings by gain and loss so a position that is underwater reduces net worth honestly.
Adding collectibles and manual assets
Sneakers, trading cards, comics, and anything else with value. Add by hand or by barcode scan.
How to connect your bank accounts
Seed links banks and brokerages through Plaid. Here is where to start the flow, what syncs afterwards, and what to do when a bank stops reporting.
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