Non-cash wealth is still wealth
If you only track your bank accounts, you are only seeing part of your financial life. Shares, ETFs, funds, bonds, and other holdings represent real value — but they stay invisible to most personal finance tools. In YAFFA, investments are first-class tracked assets that sit alongside your cash accounts, so your net worth picture is always complete.
Unlike an account, which holds cash, an investment represents the asset you are accumulating over time: the units you own, what they are worth today, and how that value has changed through your buying, selling, and dividend activity.
What investment tracking helps you do
Record all types of investment activity. Log buy and sell transactions, reinvested dividends, interest yield, and share adjustments. Each event is linked to the investment it affects, building a clear, auditable history over time.
Always know your current holdings. YAFFA calculates the quantity you own from your recorded transactions — buys and additions increase it, sells and removals reduce it, dividends affect your cash result without changing the unit count.
See the estimated value of each holding.Combine your current quantity with the latest known price and YAFFA gives you an estimated present value in the investment's own currency — updated whenever a new price is available.
Review performance over any time period. For a selected date range, YAFFA summarizes buying cost, selling revenue, dividends received, taxes, commissions, ROI, and annualized ROI — so you can evaluate how a holding has performed across months or years.
Follow price and quantity trends visually. Each investment has a dedicated detail page with charts for price history and quantity history, giving you an at-a-glance view of how the holding has evolved.
Automate price updates from market data providers. Enable automatic price retrieval for any investment and select a compatible provider. YAFFA will fetch the latest market price on your behalf — though the investment remains fully usable even without automation. Learn more on the investment prices page.
Organize your portfolio with investment groups. Assign every investment to a user-defined group — retirement savings, dividend income, speculative positions, or any structure that matches how you think about your portfolio. Groups keep the investment list manageable as it grows.
Plan ahead with scheduled transactions. Add scheduled buy or sell events and YAFFA projects how your quantity will evolve, distinguishing clearly between actual historical holdings and future projections.
Retire holdings without losing their history. Mark an investment as inactive when it is no longer relevant. It disappears from active views but its full transaction and price history remains intact for reference.
Investments in the context of your full finances
Investment tracking in YAFFA is not a separate module — it is woven into the same system as your accounts, transactions, and reports. The investment timeline report gives you a cross-portfolio visualization showing how holdings span over time. Investment values feed into related account summaries so your wealth reporting reflects the complete picture, not just cash on hand.
Manual control, with automation where you want it
YAFFA's investment tracking is built around intentional, user-controlled records. You decide what to track and you record the underlying activity yourself — buys, sales, dividends. Automated price retrieval is available as a convenience on top of that foundation, not as a replacement for understanding what you own. This keeps your data accurate, private, and fully within your control in your self-hosted YAFFA instance.