> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cfosilvia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Public Investments

> Track brokerage holdings, ETFs, mutual funds, and individual stocks.

The **Public Investments** section tracks holdings in your connected brokerage accounts.

## What's included

* Individual stocks
* ETFs and mutual funds
* Bonds held in brokerage accounts
* Cash sweep balances

## Adding accounts

<Steps>
  <Step title="Connect via Plaid">
    Most major brokerages (Fidelity, Schwab, Vanguard, E-Trade) support Plaid.
  </Step>

  <Step title="Or connect via SnapTrade">
    For brokerages Plaid doesn't cover, use the SnapTrade option in **Connect Account**.
  </Step>

  <Step title="Or add a manual holding">
    Click **Add holding**, enter ticker, shares, cost basis, and account.
  </Step>

  <Step title="Or import a CSV">
    Upload a holdings export from your brokerage and file it into an account in one go. See [Import Holdings from a CSV](/product-guide/assets/import-holdings-csv).
  </Step>
</Steps>

## Detail view

Click **Public Investments** on the Assets and Liabilities page to see:

* Value chart with day change and total return
* Sector allocation
* All holdings across all brokerage accounts
* Activity (buys, sells, dividends)
* Tax section with realized and unrealized gains


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