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GRAYROCK MONEY · INVESTMENTS

Keep Your Holdings and Their History Together.

Organise what you own, record investment activity and maintain manual valuations in one workspace. Review holdings by asset type and currency, with the records behind each value close at hand.

Start with Grayrock Money
Explore Investment Features
  • Manual portfolio records
  • Holdings & activity
  • Separate currency summaries
Grayrock Money manual portfolio overview and holdings list with separate currency summaries and recorded investment activity.
YOUR PORTFOLIO RECORDS, ORGANISED

Bring Structure to What You Own.

Keep holding details, recorded activity and valuation information together, without connecting a brokerage or bank.

Organise Your Holdings

Add a holding with its name, asset type and currency, plus an optional ticker or symbol and notes.

Record Investment Activity

Keep purchases, sales, income, fees and manual valuations in your investment history.

Review Recorded Values

Use your latest manual price per unit, with remaining cost used when no valuation has been recorded.

Keep Currencies Separate

Review portfolio totals and asset-type percentages within each currency, without automatic conversion.

Grayrock Money Investments overview showing separate SGD and USD summaries, asset-type breakdowns and recorded portfolio value charts
Holdings and Investment Activity

Holdings and Investment Activity

Keep individual holdings and their recorded activity together.

Add an Investment Holding

Add an Investment Holding

Create a holding with the details needed to organise your records.

Record Investment Activity

Record Investment Activity

Record dated investment activity with its amounts and supporting context.

Manual Portfolio Overview

Manual Portfolio Overview

Review your recorded portfolio by asset type and currency.

LOOK BEHIND THE PORTFOLIO SUMMARY

See the Holdings. Follow the Activity.

Move from the portfolio summary to individual holdings and their recorded activity. Keep units, costs and valuation context visible as you review your records.

Review by Asset Type

See how recorded value is distributed across asset types such as stocks, property, crypto and precious metals.

Inspect Each Holding

Review current units, cost information and the last manual price where available.

Keep a Dated History

Record activity with its date and relevant amounts, adding a note for context when needed.
Explore Transactions
Investment activity records do not move money or automatically change your account balances. Record any corresponding cash activity separately when needed, checking that it is not already recorded.
KNOW WHAT THE FIGURES REPRESENT

Read Your Portfolio Values in Context.

The portfolio reflects the information you record. Understand how prices, currencies and activity affect the figures before interpreting changes.

Manual Valuations

Values use your latest recorded manual price per unit. Without a valuation, the holding uses its remaining cost.

Recorded Value Changes

Portfolio charts include the effects of recorded purchases and sales. A change in value is not an investment-return calculation.

Separate Account Totals

Investment values are not added to account balances or net worth, helping avoid counting the same assets twice.

Manual Records, Without Live Market Prices.
Grayrock Money does not fetch live prices, place trades or connect to your brokerage. Keep your holdings and valuations current through the records you enter.
START WITH WHAT YOU OWN

Build Your Portfolio Record in Three Steps.

1. Add a Holding
Enter its name, asset type and currency. Add an optional symbol and notes.
2. Record Its Activity
Add a purchase or starting position, then record subsequent activity such as sales, income, fees and valuations.
3. Review the Portfolio
Check holdings, activity history and currency summaries, updating manual valuations when appropriate.
Creating a holding does not change an account balance. Portfolio records and account transactions are maintained separately.
QUESTIONS & ANSWERS

About Investments

Understand how manual holdings, activity records and valuations work in Grayrock Money.

Need Help?

What does the Investments workspace track?

It keeps holding details and investment activity together, including purchases, sales, income, fees and manual valuations. Portfolio summaries are separated by currency.

Does Grayrock Money connect to my broker or fetch live prices?

No. This is a manual portfolio workspace. You enter the holding details, activity and valuation information yourself.

How is a holding valued?

The workspace uses your latest recorded manual price per unit. When no valuation has been recorded, it uses the holding’s remaining cost.

Does the portfolio chart show my investment return?

No. It shows changes in recorded portfolio value, including purchases and sales. It is not a market-price, benchmark or investment-return chart.

Does recording a purchase move money from my account?

No. Investment activity does not automatically change bank-account records. Add any corresponding cash transaction separately when needed, after checking whether it already exists.

Are investments added to my account balances or net worth?

No. The Investments workspace keeps its values separate from account balances and net worth to avoid double-counting.

Can I track holdings in different currencies?

Yes. Each holding has a currency. Totals and asset-type percentages stay within that currency rather than being converted into one combined portfolio figure.

Can I record investment income and fees?

Yes. The investment activity record supports income and fees alongside purchases, sales and manual valuations.

Where can I check plan availability?

Visit Grayrock Money Pricing for the current plan details and access to the Investments workspace.

KEEP YOUR INVESTMENT RECORDS IN VIEW

Give Your Holdings a Clearer Record.

Organise your portfolio details, maintain manual valuations and keep investment activity together with Grayrock Money.

Start with Grayrock Money
Explore Grayrock Money