> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/investments-and-markets/investment.md).

# Investments

## Record an Investment

1. Tap the record button at the bottom right.
2. Tap the current record type at the top right and choose **Investments**.
3. Choose a market and action, then enter the quantity, unit price, account, book, and date.
4. Tap the bottom-right button on the number pad to save.

| Action           | Result                                                                 |
| ---------------- | ---------------------------------------------------------------------- |
| **Buy**          | Increases the holding quantity and cost and reduces the paying account |
| **Sell**         | Reduces the holding and adds the proceeds to the receiving account     |
| **Distribution** | Records a cash distribution from the market                            |
| **Dividend**     | Records dividend income from the market                                |

## Use the Investments Page

Use the segments at the top of Investments to switch among:

| Segment        | Content                                                                                |
| -------------- | -------------------------------------------------------------------------------------- |
| **Market**     | All active markets and holdings, organized by market groups                            |
| **Statistics** | Market value, holding cost, unrealized return, return composition, and return calendar |
| **Records**    | Investment records such as buys, sells, distributions, and dividends                   |

In Market, a row with a holding shows its quantity, cost, market value, and return. A row without a holding shows the current market price. Tap any market row to open market statistics and view prices, holdings, returns, and related investment records.

Tap **Manage** at the top right to open market management. See [Markets](/investments-and-markets/market.md) for adding, editing, archiving, and deleting markets.

## Books and Currencies

An investment record belongs to its selected book and changes the selected account balance. Investment statistics are filtered by book and convert currencies to the current statistics currency.

{% hint style="info" %}
Market price changes affect current market value and unrealized return, but never rewrite saved purchases, sales, or other investment records.
{% endhint %}


---

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