Your first holding

A line is what a wrapper holds: one ISIN, one quantity. Adding one takes two boxes, and everything else on the form is optional.

You need a wrapper first

The Stocks & funds tile sits in the second group of the add hub, Fill an account, and it has nowhere to put a line until an account exists. With none, it says so and offers the three types that can hold one:

A fund line belongs in a wrapper: first create a PEA, a CTO or a life insurance.

Those three are the only destinations the picker offers. A passbook, a current account or a crypto wallet will not appear in it.

Add the line

1. Open /ajouter/titres, from the Stocks & funds tile.

2. Destination account: the wrapper the line goes into.

3. ISIN: the twelve-character code of the fund or share. Lower case is accepted; it is upper-cased for you.

4. Quantity: the number of units you hold. These two are the only required boxes.

5. Add the line.

Cost basis, fees, ongoing charge and entry date are all optional. Leave the entry date empty and the line’s rebuilt history simply starts the day you created it.

What resolves on its own

The ISIN is enough for Badlen to find the instrument, its name and its ticker, then fetch a first price and, when the source has one, its ongoing charge (TER). You type none of that.

A missing price does not lose the line

If the price source cannot answer right now, the line is still created. It is simply worth nothing until a price arrives. The account’s tab counts unpriced lines separately rather than folding a silent zero into a total that would read as complete.

The form stays open

Nothing navigates away after you submit. The form clears itself and waits for the next line, with one sentence above the button:

FR0000000000 added. The form stays open for the next line.

Read that sentence carefully: it names the ISIN, not the fund. You will not see “MSCI World” confirmed back to you, so check the code you typed rather than waiting for a name that never comes.

Once added, the line shows up on the account’s Lines tab, and in the book of every line you hold, at /lignes.