From 58e2aa3c8a09d6c16dd37cb20d4416f844777635 Mon Sep 17 00:00:00 2001
From: eitchtee <10510126+eitchtee@users.noreply.github.com>
Date: Sun, 8 Nov 2026 18:27:34 +0000
Subject: [PATCH] chore(locale): update translation files

[skip ci] Automatically generated by Django makemessages workflow
---
 app/locale/de/LC_MESSAGES/django.po      | 874 +++++++++++++++++-----
 app/locale/en/LC_MESSAGES/django.po      | 816 ++++++++++++++++-----
 app/locale/es/LC_MESSAGES/django.po      | 876 ++++++++++++++++++-----
 app/locale/fr/LC_MESSAGES/django.po      | 876 ++++++++++++++++++-----
 app/locale/hu/LC_MESSAGES/django.po      | 842 +++++++++++++++++-----
 app/locale/id/LC_MESSAGES/django.po      | 816 ++++++++++++++++-----
 app/locale/it/LC_MESSAGES/django.po      | 876 ++++++++++++++++++-----
 app/locale/nl/LC_MESSAGES/django.po      | 876 ++++++++++++++++++-----
 app/locale/pl/LC_MESSAGES/django.po      | 860 +++++++++++++++++-----
 app/locale/pt_BR/LC_MESSAGES/django.po   | 876 ++++++++++++++++++-----
 app/locale/ru/LC_MESSAGES/django.po      | 866 +++++++++++++++++-----
 app/locale/sv/LC_MESSAGES/django.po      | 818 ++++++++++++++++-----
 app/locale/sw/LC_MESSAGES/django.po      | 818 ++++++++++++++++-----
 app/locale/uk/LC_MESSAGES/django.po      | 852 +++++++++++++++++-----
 app/locale/zh_Hant/LC_MESSAGES/django.po | 874 +++++++++++++++++-----
 15 files changed, 9858 insertions(+), 2958 deletions(-)

diff --git a/app/locale/de/LC_MESSAGES/django.po b/app/locale/de/LC_MESSAGES/django.po
index 70fd32d0..4ed1ee37 100644
--- a/app/locale/de/LC_MESSAGES/django.po
+++ b/app/locale/de/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2026-08-10 12:57+0000\n"
 "Last-Translator: GitEbu <ebu@buol.ch>\n"
 "Language-Team: German <https://translations.herculino.com/projects/wygiwyh/"
@@ -19,73 +19,80 @@ msgstr ""
 "Plural-Forms: nplurals=2; plural=n != 1;\n"
 "X-Generator: Weblate 2026.8\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Gruppe Name"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Aktualisierung"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Hinzufügen"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Gruppe"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Neuer Saldo"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Kategorie"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -94,29 +101,29 @@ msgstr "Kategorie"
 msgid "Tags"
 msgstr "Tags"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 #, fuzzy
 #| msgid "All Transactions"
 msgid "All paid transactions"
 msgstr "Alle Transaktionen"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 #, fuzzy
 #| msgid "Update"
 msgid "Up to date"
 msgstr "Aktualisierung"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr ""
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 #, fuzzy
 #| msgid "Balance"
 msgid "Balance against"
 msgstr "Saldo"
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -127,16 +134,17 @@ msgstr "Saldo"
 msgid "Date"
 msgstr "Datum"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 #, fuzzy
 #| msgid "Reference Date"
 msgid "Reference month"
 msgstr "Referenzdatum"
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -145,6 +153,7 @@ msgstr "Referenzdatum"
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -153,44 +162,129 @@ msgstr "Referenzdatum"
 msgid "Name"
 msgstr "Name"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Kontengruppe"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Kontengruppen"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Währung"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Umrechnungs-Währung"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Standard-Währung für Umrechnungen"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Vermögenskonto"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "Vermögenskonten werden in deinem Nettovermögen berücksichtigt, aber nicht in "
 "deiner Monatsübersicht."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+#, fuzzy
+#| msgid "Installment"
+msgid "Investment"
+msgstr "Ratenzahlung"
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "No entities"
+msgid "Income entities"
+msgstr "Keine Entitäten"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "No categories"
+msgid "Income categories"
+msgstr "Keine Kategorien"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income"
+msgid "Income tags"
+msgstr "Einnahme"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -199,18 +293,18 @@ msgstr ""
 msgid "Archived"
 msgstr "Archiviert"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 "Archivierte Konten werden weder angezeigt, noch zum Nettovermögen gezählt"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -218,17 +312,17 @@ msgstr ""
 msgid "Account"
 msgstr "Konto"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Konten"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 "Die Umrechnungs-Währung darf nicht mit der Haupt-Währung des Kontos "
@@ -322,7 +416,7 @@ msgstr "Entität mit dieser ID existiert nicht."
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Ungültige Entitäts-Daten. Gib eine ID oder einen Namen an."
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -344,13 +438,14 @@ msgstr "Privat"
 msgid "Shared with users"
 msgstr "Mit Nutzern geteilt"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Fehler bei der Erstellung einer neuen Instanz"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Ohne Gruppierung"
 
@@ -497,6 +592,7 @@ msgid "Today"
 msgstr "Heute"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Jetzt"
 
@@ -546,10 +642,10 @@ msgid "Decimal Places"
 msgstr "Dezimalstellen"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -581,9 +677,9 @@ msgid "Auto"
 msgstr "Automatisch"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Umrechnungskurse"
 
@@ -678,32 +774,45 @@ msgstr ""
 "Konto wird der Kurs der entsprechenden Umrechnungs-Währung abgerufen."
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+#, fuzzy
+#| msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr "Umrechnungskurs bearbeiten"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
-"Legen Sie einen Wechselkurs an und aktualisieren Sie ihn regelmäßig. So "
-"vermeiden Sie Unübersichtlichkeit in der Datenbank."
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Umrechnungskurse"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr "Umrechnungskurs-Dienst"
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr "Umrechnungskurs-Dienste"
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "\"Jede X Stunden\"-Intervalltyp benötigt eine positive Ganzzahl."
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "\"Jede X Stunden\"-Intervall muss zwischen 1 und 24 liegen."
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -711,7 +820,7 @@ msgstr ""
 "Ungültiges Stundenformat. Nutze kommagetrennte Stunden (0-23) und/oder "
 "Zeiträume (z.B. \"1-5,8,10-12\")."
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -795,11 +904,11 @@ msgid "You must provide an account."
 msgstr "Du musst ein Konto angeben."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr "Start- und Zielkonten müssen unterschiedlich sein."
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr "DCA für %(strategy_name)s"
@@ -815,8 +924,8 @@ msgstr "Startwährung"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Notizen"
 
@@ -824,7 +933,7 @@ msgstr "Notizen"
 msgid "DCA Strategy"
 msgstr "DCA-Strategie"
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr "DCA-Strategien"
 
@@ -844,7 +953,7 @@ msgstr "Betrag Erhalten"
 msgid "DCA Entry"
 msgstr "DCA-Eintrag"
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr "DCA-Einträge"
 
@@ -872,25 +981,25 @@ msgstr "Eintrag erfolgreich aktualisiert"
 msgid "Entry deleted successfully"
 msgstr "Eintrag erfolgreich gelöscht"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Nutzer"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Transaktionen"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -898,16 +1007,16 @@ msgstr "Transaktionen"
 msgid "Categories"
 msgstr "Kategorien"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -915,28 +1024,28 @@ msgstr "Kategorien"
 msgid "Entities"
 msgstr "Entitäten"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Wiederkehrende Transaktionen"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Ratenzahlungs-Pläne"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "Automatische Umrechnungskurse"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Regeln"
@@ -945,57 +1054,57 @@ msgstr "Regeln"
 msgid "DCA"
 msgstr "DCA"
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "Import-Profile"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Export"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "Eine ZIP-Datei importieren, die von WYGIWYH exportiert wurde"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "ZIP-Datei"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Transaktions-Regeln"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr "Aktion der Transaktions-Regel bearbeiten"
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr "Aktualisierung oder Erstellung von Transaktions-Aktionen"
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Wiederherstellen"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Bitte eine ZIP-Datei oder zumindest eine CSV-Datei hochladen"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "Du musst mindestens einen Export auswählen"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "Daten erfolgreich wiederhergestellt"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -1008,7 +1117,7 @@ msgstr "Datei auswählen"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Import"
 
@@ -1143,7 +1252,7 @@ msgstr "Tags"
 msgid "Untagged"
 msgstr "Unmarkiert"
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Keine Tags"
@@ -1164,6 +1273,32 @@ msgstr "Keine Entität"
 msgid "No entities"
 msgstr "Keine Entitäten"
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Installment Plan added successfully"
+msgid "Asset class added successfully"
+msgstr "Ratenzahlungs-Plan erfolgreich hinzugefügt"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Tag updated successfully"
+msgid "Asset class updated successfully"
+msgstr "Tag erfolgreich aktualisiert"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Tag deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "Tag erfolgreich gelöscht"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1217,8 +1352,8 @@ msgstr "Bediener"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr "Typ"
@@ -1226,7 +1361,7 @@ msgstr "Typ"
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1237,14 +1372,14 @@ msgstr "Bezahlt"
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr "Referenzdatum"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1256,27 +1391,27 @@ msgstr "Betrag"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr "Beschreibung"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr "Interne Notiz"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr "Interne ID"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr "Stummschalten"
 
@@ -1289,7 +1424,7 @@ msgid "Set Values"
 msgstr "Wert setzen"
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr "Transaktion"
 
@@ -1329,7 +1464,12 @@ msgstr "Regel"
 msgid "Field"
 msgstr "Feld"
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr "Wert"
 
@@ -1520,7 +1660,7 @@ msgid "Upload"
 msgstr ""
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "To Account"
 msgid "To account"
@@ -1540,8 +1680,8 @@ msgstr "Startbetrag"
 msgid "To Amount"
 msgstr "Zielbetrag"
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1608,8 +1748,8 @@ msgstr ""
 "Deaktivierte Entitäten können bei der Erstellung neuer Transaktionen nicht "
 "ausgewählt werden"
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1617,13 +1757,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr "Einnahme"
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1635,14 +1781,14 @@ msgstr "Einnahme"
 msgid "Expense"
 msgstr "Ausgabe"
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr "Ratenzahlungs-Plan"
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1662,161 +1808,173 @@ msgstr "Gelöscht"
 msgid "Deleted At"
 msgstr "Gelöscht am"
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr "Keine Kategorie"
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "Keine Beschreibung"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 #, fuzzy
 #| msgid "ZIP File"
 msgid "File"
 msgstr "ZIP-Datei"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 #, fuzzy
 #| msgid "Content"
 msgid "Content Type"
 msgstr "Inhalt"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 #, fuzzy
 #| msgid "Transactions on"
 msgid "Transaction Attachment"
 msgstr "Transaktionen am"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 #, fuzzy
 #| msgid "Transaction Tags"
 msgid "Transaction Attachments"
 msgstr "Tranksaktionstags"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Jährlich"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Monatlich"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "Wöchentlich"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "Täglich"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr "Anzahl von Ratenzahlungen"
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr "Start der Ratenzahlung"
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr ""
 "Die Zahl mit der bei der Zählung der Ratenzahlungen begonnen werden soll"
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr "Startdatum"
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr "Enddatum"
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr "Regelmäßigkeit"
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr "Ratenzahlungs-Wert"
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr "Beschreibung zu Transaktionen hinzufügen"
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr "Notizen zu Transaktionen hinzufügen"
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 #, fuzzy
 #| msgid "To Amount"
 msgid "To amount"
 msgstr "Zielbetrag"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "Tag(e)"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "Woche(n)"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "Monat(e)"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "Jahr(e)"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Pausiert"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr "Regelmäßigkeit"
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr "Wiederholungsintervall"
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr "Höchtens"
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr "Letztes generiertes Datum"
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr "Letztes generiertes Referenzdatum"
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "Schnelle Transaktion"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1945,8 +2103,8 @@ msgid "Item deleted successfully"
 msgstr "Objekt erfolgreich gelöscht"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr "Transaktion erfolgreich hinzugefügt"
 
@@ -1994,34 +2152,34 @@ msgstr "Konto erfolgreich aktualisiert"
 msgid "Attachment deleted successfully"
 msgstr "Konto erfolgreich gelöscht"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr "Transaktion erfolgreich aktualisiert"
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s Transaktion erfolgreich aktualisiert"
 msgstr[1] "%(count)s Transaktionen erfolgreich aktualisiert"
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr "Transaktion erfolgreich duplisiert"
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr "Transaktion erfolgreich gelöscht"
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr "Transaktion erfolgreich wiederhergestellt"
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr "Transfer erfolgreich hinzugefügt"
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 #, fuzzy
 #| msgid "Transfer added successfully"
 msgid "Transfer updated successfully"
@@ -2360,6 +2518,7 @@ msgstr "Kontogruppe bearbeiten"
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2382,6 +2541,9 @@ msgstr "Aktionen"
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2431,6 +2593,7 @@ msgstr "Teilen"
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2464,6 +2627,7 @@ msgstr "Löschen"
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2513,6 +2677,7 @@ msgstr "Dies kann nicht rückgängig gemacht werden!"
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2561,6 +2726,7 @@ msgid "Add account"
 msgstr "Konto hinzufügen"
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr "Konto bearbeiten"
 
@@ -2870,6 +3036,8 @@ msgid "Add DCA strategy"
 msgstr "DCA-Strategie hinzufügen"
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr "Kein Umrechnungskurs verfügbar"
 
@@ -3052,7 +3220,7 @@ msgstr "Konten"
 msgid "No services configured"
 msgstr "Keine Dienste konfiguriert"
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr "Exportieren und Wiederherstellen"
 
@@ -3230,54 +3398,65 @@ msgstr "Papierkorb"
 msgid "Tools"
 msgstr "Tools"
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installments"
+msgid "Investments"
+msgstr "Ratenzahlungen"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr "\"Dollar Cost Average\"-Tracker"
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr "Einzelpreis-Rechner"
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "Währungs-Umrechner"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 #, fuzzy
 #| msgid "Calculator"
 msgid "Simulator"
 msgstr "Rechner"
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr "Verwaltung"
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr "Automatisierung"
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr "Admin"
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr "Django AdministratorIn"
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr "Nur benutzen, wenn du weißt was du tust"
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr ""
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr "Rechner"
 
@@ -3344,6 +3523,7 @@ msgstr "Keine kürzlich erfolgten Transaktionen"
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr "Gesamt"
@@ -3565,6 +3745,303 @@ msgstr "Der Plan und alle zugehörigen Transaktionen werden gelöscht"
 msgid "No installment plans"
 msgstr "Keine Ratenzahlungs-Pläne"
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+#, fuzzy
+#| msgid "Targeting"
+msgid "Target"
+msgstr "Ziel"
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Invested"
+msgstr "Gesamt investiert"
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Währungscode"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr "Nach Währung"
+
+#: templates/investments/fragments/charts.html:24
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Value and invested"
+msgstr "Gesamt investiert"
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+msgid "Nothing to chart yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Update"
+msgid "Update value"
+msgstr "Aktualisierung"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Info"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Währungscode"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+#, fuzzy
+#| msgid "Entry Price"
+msgid "Price"
+msgstr "Einstiegspreis"
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Warnung"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+#, fuzzy
+#| msgid "By"
+msgid "Buy"
+msgstr "Von"
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+#, fuzzy
+#| msgid "Uncategorized"
+msgid "Unrealized"
+msgstr "Unkategorisiert"
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+#, fuzzy
+#| msgid "Management"
+msgid "Movements"
+msgstr "Verwaltung"
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No movements yet"
+msgstr "Keine Vorlagen bisher"
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Neuer Saldo"
+
+#: templates/investments/fragments/list.html:105
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No investments yet"
+msgstr "Keine Vorlagen bisher"
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr "Dies ist eine Demo!"
@@ -3785,11 +4262,6 @@ msgstr "Transaktionen filtern"
 msgid "Order by"
 msgstr "Sortieren nach"
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr "Nach Währung"
-
 #: templates/net_worth/net_worth.html:135
 #, fuzzy
 #| msgid "Evolution by account"
@@ -4282,6 +4754,12 @@ msgstr "endet mit"
 msgid "Yearly Overview"
 msgstr "Jährliche Übersicht"
 
+#~ msgid ""
+#~ "Create one exchange rate and keep updating it. Avoids database clutter."
+#~ msgstr ""
+#~ "Legen Sie einen Wechselkurs an und aktualisieren Sie ihn regelmäßig. So "
+#~ "vermeiden Sie Unübersichtlichkeit in der Datenbank."
+
 #~ msgid "Add as quick transaction"
 #~ msgstr "Als schnelle Transaktion hinzufügen"
 
diff --git a/app/locale/en/LC_MESSAGES/django.po b/app/locale/en/LC_MESSAGES/django.po
index 9919387a..37eb6342 100644
--- a/app/locale/en/LC_MESSAGES/django.po
+++ b/app/locale/en/LC_MESSAGES/django.po
@@ -8,7 +8,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
 "Language-Team: LANGUAGE <LL@li.org>\n"
@@ -18,73 +18,80 @@ msgstr ""
 "Content-Transfer-Encoding: 8bit\n"
 "Plural-Forms: nplurals=2; plural=(n != 1);\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr ""
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr ""
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr ""
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr ""
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr ""
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr ""
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -93,23 +100,23 @@ msgstr ""
 msgid "Tags"
 msgstr ""
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 msgid "All paid transactions"
 msgstr ""
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 msgid "Up to date"
 msgstr ""
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr ""
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr ""
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -120,14 +127,15 @@ msgstr ""
 msgid "Date"
 msgstr ""
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 msgid "Reference month"
 msgstr ""
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -136,6 +144,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -144,42 +153,119 @@ msgstr ""
 msgid "Name"
 msgstr ""
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr ""
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr ""
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr ""
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr ""
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr ""
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr ""
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+msgid "Investment"
+msgstr ""
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+msgid "Income entities"
+msgstr ""
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+msgid "Income categories"
+msgstr ""
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+msgid "Income tags"
+msgstr ""
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -188,17 +274,17 @@ msgstr ""
 msgid "Archived"
 msgstr ""
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -206,17 +292,17 @@ msgstr ""
 msgid "Account"
 msgstr ""
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr ""
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 
@@ -308,7 +394,7 @@ msgstr ""
 msgid "Invalid entity data. Provide an ID or name."
 msgstr ""
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -328,13 +414,14 @@ msgstr ""
 msgid "Shared with users"
 msgstr ""
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr ""
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr ""
 
@@ -477,6 +564,7 @@ msgid "Today"
 msgstr ""
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr ""
 
@@ -526,10 +614,10 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -561,9 +649,9 @@ msgid "Auto"
 msgstr ""
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr ""
 
@@ -652,36 +740,47 @@ msgid ""
 msgstr ""
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr ""
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+msgid "Exchange rates to keep"
+msgstr ""
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -761,11 +860,11 @@ msgid "You must provide an account."
 msgstr ""
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr ""
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr ""
@@ -781,8 +880,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr ""
 
@@ -790,7 +889,7 @@ msgstr ""
 msgid "DCA Strategy"
 msgstr ""
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr ""
 
@@ -810,7 +909,7 @@ msgstr ""
 msgid "DCA Entry"
 msgstr ""
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr ""
 
@@ -838,25 +937,25 @@ msgstr ""
 msgid "Entry deleted successfully"
 msgstr ""
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr ""
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr ""
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -864,16 +963,16 @@ msgstr ""
 msgid "Categories"
 msgstr ""
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -881,28 +980,28 @@ msgstr ""
 msgid "Entities"
 msgstr ""
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr ""
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr ""
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr ""
@@ -911,57 +1010,57 @@ msgstr ""
 msgid "DCA"
 msgstr ""
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr ""
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr ""
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr ""
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr ""
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr ""
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr ""
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr ""
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr ""
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr ""
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr ""
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr ""
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -972,7 +1071,7 @@ msgstr ""
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr ""
 
@@ -1105,7 +1204,7 @@ msgstr ""
 msgid "Untagged"
 msgstr ""
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
@@ -1126,6 +1225,26 @@ msgstr ""
 msgid "No entities"
 msgstr ""
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+msgid "Asset class added successfully"
+msgstr ""
+
+#: apps/investments/views.py:275
+msgid "Asset class updated successfully"
+msgstr ""
+
+#: apps/investments/views.py:296
+msgid "Asset class deleted successfully"
+msgstr ""
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1179,8 +1298,8 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr ""
@@ -1188,7 +1307,7 @@ msgstr ""
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1199,14 +1318,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1218,27 +1337,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr ""
 
@@ -1251,7 +1370,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr ""
 
@@ -1287,7 +1406,12 @@ msgstr ""
 msgid "Field"
 msgstr ""
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr ""
 
@@ -1469,7 +1593,7 @@ msgid "Upload"
 msgstr ""
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 msgid "To account"
 msgstr ""
 
@@ -1485,8 +1609,8 @@ msgstr ""
 msgid "To Amount"
 msgstr ""
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1546,8 +1670,8 @@ msgid ""
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1555,13 +1679,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1573,14 +1703,14 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1598,150 +1728,162 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 msgid "To amount"
 msgstr ""
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1864,8 +2006,8 @@ msgid "Item deleted successfully"
 msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1909,34 +2051,34 @@ msgstr ""
 msgid "Attachment deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 msgid "Transfer updated successfully"
 msgstr ""
 
@@ -2240,6 +2382,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2262,6 +2405,9 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2311,6 +2457,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2344,6 +2491,7 @@ msgstr ""
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2393,6 +2541,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2441,6 +2590,7 @@ msgid "Add account"
 msgstr ""
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr ""
 
@@ -2742,6 +2892,8 @@ msgid "Add DCA strategy"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr ""
 
@@ -2923,7 +3075,7 @@ msgstr ""
 msgid "No services configured"
 msgstr ""
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr ""
 
@@ -3094,52 +3246,61 @@ msgstr ""
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/sidebar.html:118
-msgid "Dollar Cost Average Tracker"
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+msgid "Investments"
 msgstr ""
 
 #: templates/includes/sidebar.html:124
+msgid "Dollar Cost Average Tracker"
+msgstr ""
+
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr ""
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 msgid "Simulator"
 msgstr ""
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr ""
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr ""
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr ""
 
@@ -3206,6 +3367,7 @@ msgstr ""
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr ""
@@ -3401,6 +3563,273 @@ msgstr ""
 msgid "No installment plans"
 msgstr ""
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+msgid "Target"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+msgid "Invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+msgid "Currency effect"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:24
+msgid "Value and invested"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+msgid "Nothing to chart yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+msgid "Update value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+msgid "In"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+msgid "currency effect"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+msgid "Price"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+msgid "Earnings"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+msgid "Buy"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+msgid "Unrealized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+msgid "Movements"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "No movements yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+msgid "Rebalance"
+msgstr ""
+
+#: templates/investments/fragments/list.html:105
+msgid "No investments yet"
+msgstr ""
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr ""
@@ -3604,11 +4033,6 @@ msgstr ""
 msgid "Order by"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr ""
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
diff --git a/app/locale/es/LC_MESSAGES/django.po b/app/locale/es/LC_MESSAGES/django.po
index 10745cca..af38a69d 100644
--- a/app/locale/es/LC_MESSAGES/django.po
+++ b/app/locale/es/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2026-07-10 04:57+0000\n"
 "Last-Translator: Juan David Afanador <juanafanador07@gmail.com>\n"
 "Language-Team: Spanish <https://translations.herculino.com/projects/wygiwyh/"
@@ -19,73 +19,80 @@ msgstr ""
 "Plural-Forms: nplurals=2; plural=n != 1;\n"
 "X-Generator: Weblate 2026.7\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Nombre del Grupo"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Actualizar"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Agregar"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Grupo"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Nuevo balance"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Categoría"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -94,31 +101,31 @@ msgstr "Categoría"
 msgid "Tags"
 msgstr "Etiquetas"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 #, fuzzy
 #| msgid "All Transactions"
 msgid "All paid transactions"
 msgstr "Todas las Transacciones"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 #, fuzzy
 #| msgid "Update"
 msgid "Up to date"
 msgstr "Actualizar"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 #, fuzzy
 #| msgid "Move to next month"
 msgid "Up to reference month"
 msgstr "Mover al mes siguiente"
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 #, fuzzy
 #| msgid "Balance"
 msgid "Balance against"
 msgstr "Saldo"
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -129,16 +136,17 @@ msgstr "Saldo"
 msgid "Date"
 msgstr "Fecha"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 #, fuzzy
 #| msgid "Reference Date"
 msgid "Reference month"
 msgstr "Fecha de Referencia"
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -147,6 +155,7 @@ msgstr "Fecha de Referencia"
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -155,43 +164,128 @@ msgstr "Fecha de Referencia"
 msgid "Name"
 msgstr "Nombre"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Grupo de Cuenta"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Grupos de Cuentas"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Moneda"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Moneda de Cambio"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Moneda predeterminada para los cálculos de cambio"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Cuenta de activos"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "Las cuentas de activos computan para su patrimonio neto, pero no para su mes."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+#, fuzzy
+#| msgid "Installment"
+msgid "Investment"
+msgstr "Cuota"
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "No entities"
+msgid "Income entities"
+msgstr "No hay entidades"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "No categories"
+msgid "Income categories"
+msgstr "Sin categorías"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income"
+msgid "Income tags"
+msgstr "Ingreso"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -200,17 +294,17 @@ msgstr ""
 msgid "Archived"
 msgstr "Archivado"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr "Las cuentas archivadas no aparecen ni cuentan para su patrimonio neto"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -218,17 +312,17 @@ msgstr "Las cuentas archivadas no aparecen ni cuentan para su patrimonio neto"
 msgid "Account"
 msgstr "Cuenta"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Cuentas"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 "La moneda de cambio no puede ser la misma que la moneda principal de la "
@@ -322,7 +416,7 @@ msgstr "No existe una entidad con este ID."
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Datos de entidad no válidos. Proporciona un ID o nombre."
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -342,13 +436,14 @@ msgstr "Hacer privado"
 msgid "Shared with users"
 msgstr "Compartido con los usuarios"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Error creando nueva instancia"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Sin agrupar"
 
@@ -496,6 +591,7 @@ msgid "Today"
 msgstr "Hoy"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Ahora"
 
@@ -545,10 +641,10 @@ msgid "Decimal Places"
 msgstr "Cantidad de decimales"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -580,9 +676,9 @@ msgid "Auto"
 msgstr "Automático"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Tasas de cambio"
 
@@ -679,32 +775,45 @@ msgstr ""
 "de referencia establecida."
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+#, fuzzy
+#| msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr "Tasa de cambio única"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
-"Crea una única tasa de cambio y mantenla actualizada. Evita la acumulación "
-"de datos en la base de datos."
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Tasas de cambio"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr "Servicio de Tasas de Cambio"
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr "Servicios de Tasas de Cambio"
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "El tipo de intervalo 'Cada X horas' requiere un entero positivo."
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "El tipo de intervalo 'Cada X horas' debe ser ente 1 y 24."
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -712,7 +821,7 @@ msgstr ""
 "Formato de hora no válido. Usa horas separadas por coma (0-23) y/o rangos "
 "(p. ej., \"1-5,8,10-12\")."
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -794,11 +903,11 @@ msgid "You must provide an account."
 msgstr "Debes proporcionar una cuenta."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr "Las cuentas de origen y destino deben ser diferentes."
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr "DCA para %(strategy_name)s"
@@ -814,8 +923,8 @@ msgstr "Moneda de pago"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Notas"
 
@@ -823,7 +932,7 @@ msgstr "Notas"
 msgid "DCA Strategy"
 msgstr "Estrategia DCA"
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr "Estrategias DCA"
 
@@ -843,7 +952,7 @@ msgstr "Monto Recibido"
 msgid "DCA Entry"
 msgstr "Entrada DCA"
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr "Entradas DCA"
 
@@ -871,25 +980,25 @@ msgstr "Entrada actualizada con éxito"
 msgid "Entry deleted successfully"
 msgstr "Entrada eliminada con éxito"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Usuarios"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Transacciones"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -897,16 +1006,16 @@ msgstr "Transacciones"
 msgid "Categories"
 msgstr "Categorías"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -914,28 +1023,28 @@ msgstr "Categorías"
 msgid "Entities"
 msgstr "Entidades"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Transacciones Recurrentes"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Planes de Cuotas"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "Tasas de Cambio Automáticas"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Reglas"
@@ -944,57 +1053,57 @@ msgstr "Reglas"
 msgid "DCA"
 msgstr "DCA"
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "Perfiles de Importación"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Exportar"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "Importa un archivo ZIP exportado desde WYGIWYH"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "Archivo ZIP"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Reglas de transacción"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr "Editar acción de transacción"
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr "Actualizar o crear acciones de transacción"
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Restaurar"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Por favor, sube un archivo ZIP o al menos un archivo CSV"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "Debes seleccionar al menos una exportación"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "Datos restaurados con éxito"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -1006,7 +1115,7 @@ msgstr "Selecciona un archivo"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Importar"
 
@@ -1139,7 +1248,7 @@ msgstr "Etiqueta"
 msgid "Untagged"
 msgstr "Sin etiqueta"
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Sin etiquetas"
@@ -1160,6 +1269,32 @@ msgstr "Ninguna entidad"
 msgid "No entities"
 msgstr "No hay entidades"
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Installment Plan added successfully"
+msgid "Asset class added successfully"
+msgstr "Plan de cuotas agregado con éxito"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Tag updated successfully"
+msgid "Asset class updated successfully"
+msgstr "Etiqueta actualizada con éxito"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Tag deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "Etiqueta eliminada con éxito"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1213,8 +1348,8 @@ msgstr "Operador"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr "Tipo"
@@ -1222,7 +1357,7 @@ msgstr "Tipo"
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1233,14 +1368,14 @@ msgstr "Pagado"
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr "Fecha de Referencia"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1252,27 +1387,27 @@ msgstr "Monto"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr "Descripción"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr "Nota Interna"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr "ID Interno"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr "Silenciar"
 
@@ -1285,7 +1420,7 @@ msgid "Set Values"
 msgstr "Establecer Valores"
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr "Transacción"
 
@@ -1321,7 +1456,12 @@ msgstr "Regla"
 msgid "Field"
 msgstr "Campo"
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr "Valor"
 
@@ -1507,7 +1647,7 @@ msgid "Upload"
 msgstr "Subir"
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "To Account"
 msgid "To account"
@@ -1526,8 +1666,8 @@ msgstr "Monto de Origen"
 msgid "To Amount"
 msgstr "Monto de Destino"
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1594,8 +1734,8 @@ msgstr ""
 "Las entidades desactivadas no podrán seleccionarse al crear nuevas "
 "transacciones"
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1603,13 +1743,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr "Ingreso"
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1621,14 +1767,14 @@ msgstr "Ingreso"
 msgid "Expense"
 msgstr "Gasto"
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr "Plan de Cuotas"
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1648,152 +1794,164 @@ msgstr "Eliminado"
 msgid "Deleted At"
 msgstr "Eliminado en"
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr "Sin categoría"
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "Sin descripción"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 msgid "File"
 msgstr "Archivo"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr "Nombre Original"
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 msgid "Content Type"
 msgstr "Tipo de Contenido"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr "Tamaño"
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr "Subido por"
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 msgid "Transaction Attachment"
 msgstr "Archivos Adjunto"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 msgid "Transaction Attachments"
 msgstr "Archivos Adjuntos"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Anual"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Mensual"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "Semanal"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "Diario"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr "Cantidad de cuotas"
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr "Cuota de Inicio"
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr "El número de la cuota desde la cual comenzar a contar"
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr "Fecha de Inicio"
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr "Fecha de Fin"
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr "Recurrencia"
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr "Monto de la Cuota"
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr "Agregar descripción a las transacciones"
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr "Agregar notas a las transacciones"
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 #, fuzzy
 #| msgid "To Amount"
 msgid "To amount"
 msgstr "Monto de Destino"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "día(s)"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "semana(s)"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "mes(es)"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "año(s)"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Pausado"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr "Tipo de Recurrencia"
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr "Intervalo de Recurrencia"
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr "Mantener como máximo"
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr "Última Fecha Generada"
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr "Última Fecha de Referencia Generada"
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "Transacción Rápida"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1922,8 +2080,8 @@ msgid "Item deleted successfully"
 msgstr "Ítem eliminado con éxito"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr "Transacción añadida exitosamente"
 
@@ -1967,34 +2125,34 @@ msgstr "Archivo subido con éxito"
 msgid "Attachment deleted successfully"
 msgstr "Archivo eliminado  exitosamente"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr "Transacción actualizada con éxito"
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s transacción actualizada exitosamente"
 msgstr[1] "%(count)s transacciones actualizadas exitosamente"
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr "Transacción duplicada exitosamente"
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr "Transacción borrada exitosamente"
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr "Transacción restaurada exitosamente"
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr "Transferencia añadida exitosamente"
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 #, fuzzy
 #| msgid "Transfer added successfully"
 msgid "Transfer updated successfully"
@@ -2330,6 +2488,7 @@ msgstr "Editar grupo de cuentas"
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2352,6 +2511,9 @@ msgstr "Acciones"
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2401,6 +2563,7 @@ msgstr "Compartir"
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2434,6 +2597,7 @@ msgstr "Borrar"
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2483,6 +2647,7 @@ msgstr "¡No podrás revertir esto!"
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2531,6 +2696,7 @@ msgid "Add account"
 msgstr "Agregar cuenta"
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr "Editar cuenta"
 
@@ -2834,6 +3000,8 @@ msgid "Add DCA strategy"
 msgstr "Agregar estrategia DCA"
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr "No hay tasas de cambio disponibles"
 
@@ -3016,7 +3184,7 @@ msgstr "cuentas"
 msgid "No services configured"
 msgstr "No hay servicios configurados"
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr "Exportar y Restaurar"
 
@@ -3190,54 +3358,65 @@ msgstr "Papelera de Reciclaje"
 msgid "Tools"
 msgstr "Herramientas"
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installments"
+msgid "Investments"
+msgstr "Cuotas"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr "Seguimiento de Promedio de Costo en Dólares (DCA)"
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr "Calculadora de Precio Unitario"
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "Conversor de Monedas"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 #, fuzzy
 #| msgid "Calculator"
 msgid "Simulator"
 msgstr "Calculadora"
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr "Administración"
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr "Automatización"
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr "Administrador"
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr "Administrador de Django"
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr "Usa esto sólo si sabes lo que estás haciendo"
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr "está disponible"
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr "Calculadora"
 
@@ -3304,6 +3483,7 @@ msgstr "No hay transacciones recientes"
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr "Total"
@@ -3509,6 +3689,305 @@ msgstr "Esto eliminará el plan y todas las transacciones asociadas con él"
 msgid "No installment plans"
 msgstr "Sin planes de cuotas"
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+#, fuzzy
+#| msgid "Targeting"
+msgid "Target"
+msgstr "Dirigido a"
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Invested"
+msgstr "Total Invertido"
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Código de Moneda"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr "Por moneda"
+
+#: templates/investments/fragments/charts.html:24
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Value and invested"
+msgstr "Total Invertido"
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+#, fuzzy
+#| msgid "Nothing to see here..."
+msgid "Nothing to chart yet"
+msgstr "No hay nada que ver aquí..."
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Update"
+msgid "Update value"
+msgstr "Actualizar"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Información"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Código de Moneda"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+#, fuzzy
+#| msgid "Entry Price"
+msgid "Price"
+msgstr "Precio de Entrada"
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Advertencia"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+#, fuzzy
+#| msgid "By"
+msgid "Buy"
+msgstr "Por"
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+#, fuzzy
+#| msgid "Uncategorized"
+msgid "Unrealized"
+msgstr "Sin categoría"
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+#, fuzzy
+#| msgid "Management"
+msgid "Movements"
+msgstr "Administración"
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No movements yet"
+msgstr "Aún no hay plantillas"
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Nuevo balance"
+
+#: templates/investments/fragments/list.html:105
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No investments yet"
+msgstr "Aún no hay plantillas"
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr "¡Esto es una demostración!"
@@ -3728,11 +4207,6 @@ msgstr "Filtrar transacciones"
 msgid "Order by"
 msgstr "Ordenar por"
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr "Por moneda"
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr "Evolución"
@@ -4205,6 +4679,12 @@ msgstr "Iniciar sesión con"
 msgid "Yearly Overview"
 msgstr "Resumen Anual"
 
+#~ msgid ""
+#~ "Create one exchange rate and keep updating it. Avoids database clutter."
+#~ msgstr ""
+#~ "Crea una única tasa de cambio y mantenla actualizada. Evita la "
+#~ "acumulación de datos en la base de datos."
+
 #~ msgid "Add as quick transaction"
 #~ msgstr "Agregar como transacción rápida"
 
diff --git a/app/locale/fr/LC_MESSAGES/django.po b/app/locale/fr/LC_MESSAGES/django.po
index a2561d84..c717d274 100644
--- a/app/locale/fr/LC_MESSAGES/django.po
+++ b/app/locale/fr/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2026-11-02 18:46+0000\n"
 "Last-Translator: sorcierwax <freakywax@gmail.com>\n"
 "Language-Team: French <https://translations.herculino.com/projects/wygiwyh/"
@@ -19,73 +19,80 @@ msgstr ""
 "Plural-Forms: nplurals=2; plural=n > 1;\n"
 "X-Generator: Weblate 2026.10.1\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Nom du groupe"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Mise à jour"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Ajouter"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Groupe"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Nouveau solde"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Catégorie"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -94,23 +101,23 @@ msgstr "Catégorie"
 msgid "Tags"
 msgstr "Etiquettes"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 msgid "All paid transactions"
 msgstr "Toutes les transactions payées"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 msgid "Up to date"
 msgstr "à jour"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr "Aller au mois de référence"
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr "Comparer"
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -121,14 +128,15 @@ msgstr "Comparer"
 msgid "Date"
 msgstr "Date"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 msgid "Reference month"
 msgstr "Mois de référence"
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -137,6 +145,7 @@ msgstr "Mois de référence"
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -145,43 +154,128 @@ msgstr "Mois de référence"
 msgid "Name"
 msgstr "Nom"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Groupe de comptes"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Groupes de comptes"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Devise"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Devise d'échange"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Devise par défaut pour le calcul de change"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Compte d'actif"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "Les comptes d'actifs contribue à votre Valeur Nette mais pas à votre mois."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+#, fuzzy
+#| msgid "Installment"
+msgid "Investment"
+msgstr "Paiement en plusieurs fois"
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "No entities"
+msgid "Income entities"
+msgstr "Pas d'entités"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "No categories"
+msgid "Income categories"
+msgstr "Pas de catégories"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income"
+msgid "Income tags"
+msgstr "Revenus"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -190,19 +284,19 @@ msgstr ""
 msgid "Archived"
 msgstr "Archivé"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 "Les comptes archivés ne sont ni affichés ni comptabilisés dans votre valeur "
 "nette"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -210,17 +304,17 @@ msgstr ""
 msgid "Account"
 msgstr "Compte"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Comptes"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 "La devise de change ne peut pas être identique à la devise principal du "
@@ -314,7 +408,7 @@ msgstr "Aucune entité avec cet ID n'existe."
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Donnée d'entité invalide. Veuillez fournir un ID ou nom."
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr "Ce champ est obligatoire."
 
@@ -334,13 +428,14 @@ msgstr "Rendre privé"
 msgid "Shared with users"
 msgstr "Partagé avec les utilisateurs"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Erreur lors de la création d'une nouvelle instance"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Non-groupé"
 
@@ -488,6 +583,7 @@ msgid "Today"
 msgstr "Aujourd'hui"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Maintenant"
 
@@ -537,10 +633,10 @@ msgid "Decimal Places"
 msgstr "Décimales"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -572,9 +668,9 @@ msgid "Auto"
 msgstr "Auto"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Taux de changes"
 
@@ -669,32 +765,45 @@ msgstr ""
 "récupérés pour chaque compte par rapport à leur devise d'échange."
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+#, fuzzy
+#| msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr "Taux de change unique"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
-"Ne créer qu'un seul taux de change et le mettre à jour. Evite d'engorger la "
-"base de donnée."
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Taux de changes"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr "Service de taux de change"
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr "Services de taux de change"
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "'Toutes les X heures' l'intervalle requiert un entier positif."
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "'Toutes les X heures' l'intervalle doit être compris entre 1 et 24."
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -702,7 +811,7 @@ msgstr ""
 "Format d'heure invalide. Utilisez les heures séparé par virgule (0-23) et/ou "
 "une plage (ex : '1-5,8,10-12')."
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -784,12 +893,12 @@ msgid "You must provide an account."
 msgstr "Vous devez fournir un compte."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr ""
 "Le compte originateur et le compte bénéficiaire doivent être différent."
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr "DCA pour %(strategy_name)s"
@@ -805,8 +914,8 @@ msgstr "Devise de paiement"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Notes"
 
@@ -814,7 +923,7 @@ msgstr "Notes"
 msgid "DCA Strategy"
 msgstr "Stratégie DCA"
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr "Stratégies DCA"
 
@@ -834,7 +943,7 @@ msgstr "Somme reçue"
 msgid "DCA Entry"
 msgstr "Entrée DCA"
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr "Entrées DCA"
 
@@ -862,25 +971,25 @@ msgstr "Entrée mise à jour avec succès"
 msgid "Entry deleted successfully"
 msgstr "Entrée supprimée avec succès"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Utilisateurs"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Transactions"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -888,16 +997,16 @@ msgstr "Transactions"
 msgid "Categories"
 msgstr "Catégories"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -905,28 +1014,28 @@ msgstr "Catégories"
 msgid "Entities"
 msgstr "Entités"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Transactions récurrentes"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Paiements en plusieurs fois"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "Taux de change automatique"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Règles"
@@ -935,57 +1044,57 @@ msgstr "Règles"
 msgid "DCA"
 msgstr "DCA"
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "Importer des profils"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Exporter"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "Importer un fichier ZIP exporté de WYGIWYH"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "Fichier ZIP"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Règles de transaction"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr "Modifier l'action de transaction"
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr "Mettre à jour ou créer des actions de transaction"
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Restaurer"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Veuillez charger un fichier ZIP ou au moins un fichier CSV"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "Vous devez sélectionner au moins un export"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "Donnée restaurée avec succès"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -998,7 +1107,7 @@ msgstr "Sélectionnez un fichier"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Importer"
 
@@ -1131,7 +1240,7 @@ msgstr "Etiquette"
 msgid "Untagged"
 msgstr "Sans étiquettes"
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Aucune étiquette"
@@ -1152,6 +1261,32 @@ msgstr "Pas d'entité"
 msgid "No entities"
 msgstr "Pas d'entités"
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Installment Plan added successfully"
+msgid "Asset class added successfully"
+msgstr "Paiement en plusieurs fois ajouté avec succès"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Tag updated successfully"
+msgid "Asset class updated successfully"
+msgstr "Etiquette mise à jour avec succès"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Tag deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "Etiquette supprimée avec succès"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1205,8 +1340,8 @@ msgstr "Opérateur"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr "Type"
@@ -1214,7 +1349,7 @@ msgstr "Type"
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1225,14 +1360,14 @@ msgstr "Payé"
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr "Date de référence"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1244,27 +1379,27 @@ msgstr "Montant"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr "Description"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr "Note interne"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr "ID interne"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr "Silencieux"
 
@@ -1277,7 +1412,7 @@ msgid "Set Values"
 msgstr "Configurer les valeurs"
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr "Transaction"
 
@@ -1313,7 +1448,12 @@ msgstr "Règle"
 msgid "Field"
 msgstr "Champ"
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr "Valeur"
 
@@ -1501,7 +1641,7 @@ msgid "Upload"
 msgstr "Envoi"
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "To Account"
 msgid "To account"
@@ -1520,8 +1660,8 @@ msgstr "Montant de départ"
 msgid "To Amount"
 msgstr "Montant d'arrivée"
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1588,8 +1728,8 @@ msgstr ""
 "Les entités désactivées ne pourront pas être sélectionnées lors de la "
 "création de nouvelles transactions"
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1597,13 +1737,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr "Revenus"
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1615,14 +1761,14 @@ msgstr "Revenus"
 msgid "Expense"
 msgstr "Dépense"
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr "Plan d'aménagement"
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1640,152 +1786,164 @@ msgstr "Supprimé"
 msgid "Deleted At"
 msgstr "Supprimé à"
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr "Pas de catégorie"
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "Pas de description"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 msgid "File"
 msgstr "Fichier"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr "Nom initial"
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 msgid "Content Type"
 msgstr "Type de contenu"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr "Taille"
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr "Envoyer par"
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 msgid "Transaction Attachment"
 msgstr "Fichiers de la transaction"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 msgid "Transaction Attachments"
 msgstr "Fichiers de transactions"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Annuel"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Mensuel"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "Hebdomadaire"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "Quotidien"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr "Nombre d'écheances"
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr "Commencer à l'échéance"
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr "L'échéance à partir de laquelle compter"
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr "Date de début"
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr "Date de fin"
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr "Récurrence"
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr "Montant des échéances"
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr "Rajouter une description à la transaction"
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr "Ajouter des notes aux transactions"
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 #, fuzzy
 #| msgid "To Amount"
 msgid "To amount"
 msgstr "Montant d'arrivée"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr "Laisser vide pour garder le même montant"
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "jour(s)"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "semaine(s)"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "mois"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "année(s)"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Interrompu"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr "Type de récurrence"
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr "Intervalle de récurrence"
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr "Répéter un maximum de"
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr "Dernière date générée"
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr "Dernière date de référence générée"
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "Transaction rapide"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1908,8 +2066,8 @@ msgid "Item deleted successfully"
 msgstr "Item supprimée avec succès"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr "Transaction ajoutée avec succès"
 
@@ -1953,34 +2111,34 @@ msgstr "Fichier téléchargé avec succès"
 msgid "Attachment deleted successfully"
 msgstr "Fichier supprimé avec succès"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr "Transaction mise à jour avec succès"
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s transaction mise à jour avec succès"
 msgstr[1] "%(count)s transactions mises à jour avec succès"
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr "Transaction dupliquée avec succès"
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr "Transaction supprimée avec succès"
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr "Transaction restaurée avec succès"
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr "Virement ajouté avec succès"
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 msgid "Transfer updated successfully"
 msgstr "Virement mis à jour avec succès"
 
@@ -2301,6 +2459,7 @@ msgstr "Éditer un groupe de comptes"
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2323,6 +2482,9 @@ msgstr "Actions"
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2372,6 +2534,7 @@ msgstr "Partager"
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2405,6 +2568,7 @@ msgstr "Supprimer"
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2454,6 +2618,7 @@ msgstr "Cette opération est irréversible, vous ne pourrez pas l'annuler !"
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2502,6 +2667,7 @@ msgid "Add account"
 msgstr "Ajouter un compte"
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr "Editer le compte"
 
@@ -2805,6 +2971,8 @@ msgid "Add DCA strategy"
 msgstr "Ajouter une stratégie DCA"
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr "Pas de taux de changes disponibles"
 
@@ -2987,7 +3155,7 @@ msgstr "Comptes"
 msgid "No services configured"
 msgstr "Pas de services configurés"
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr "Export et Restauration"
 
@@ -3165,52 +3333,63 @@ msgstr "Corbeille"
 msgid "Tools"
 msgstr "Outils"
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installments"
+msgid "Investments"
+msgstr "Paiements en plusieurs fois"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr "Suivi Dollar Cost Average"
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr "Calculateur de prix unitaire"
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "Convertisseur de devises"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 msgid "Simulator"
 msgstr "Simulateur"
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr "Gestion"
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr "Automatisation"
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr "Admin"
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr "Administration Django"
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr "A n'utiliser que si vous savez ce que vous faites"
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr "est disponible"
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr "Calculatrice"
 
@@ -3277,6 +3456,7 @@ msgstr "Aucune transaction récente"
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr "Total"
@@ -3480,6 +3660,305 @@ msgstr ""
 msgid "No installment plans"
 msgstr "Aucuns paiements en plusieurs fois"
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+#, fuzzy
+#| msgid "Targeting"
+msgid "Target"
+msgstr "Ciblage"
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Invested"
+msgstr "Total Investissement"
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Code de devise"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr "Par devises"
+
+#: templates/investments/fragments/charts.html:24
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Value and invested"
+msgstr "Total Investissement"
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+#, fuzzy
+#| msgid "Nothing to see here..."
+msgid "Nothing to chart yet"
+msgstr "Rien à voir ici..."
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Updated at"
+msgid "Update value"
+msgstr "Mis à jour le"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Info"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Code de devise"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+#, fuzzy
+#| msgid "Entry Price"
+msgid "Price"
+msgstr "Prix d'entrée"
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Avertissement"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+#, fuzzy
+#| msgid "By"
+msgid "Buy"
+msgstr "Par"
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+#, fuzzy
+#| msgid "Uncategorized"
+msgid "Unrealized"
+msgstr "Sans catégorie"
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+#, fuzzy
+#| msgid "Management"
+msgid "Movements"
+msgstr "Gestion"
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No movements yet"
+msgstr "Pas encore de préréglages"
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Nouveau solde"
+
+#: templates/investments/fragments/list.html:105
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No investments yet"
+msgstr "Pas encore de préréglages"
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr "C'est une démo !"
@@ -3691,11 +4170,6 @@ msgstr "Filtrer les transactions"
 msgid "Order by"
 msgstr "Trier par"
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr "Par devises"
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr "Évolution"
@@ -4153,6 +4627,12 @@ msgstr "Se connecter avec"
 msgid "Yearly Overview"
 msgstr "Aperçu annuel"
 
+#~ msgid ""
+#~ "Create one exchange rate and keep updating it. Avoids database clutter."
+#~ msgstr ""
+#~ "Ne créer qu'un seul taux de change et le mettre à jour. Evite d'engorger "
+#~ "la base de donnée."
+
 #~ msgid "Add as quick transaction"
 #~ msgstr "Ajouter aux transactions rapides"
 
diff --git a/app/locale/hu/LC_MESSAGES/django.po b/app/locale/hu/LC_MESSAGES/django.po
index b9ad78f5..15fd64cc 100644
--- a/app/locale/hu/LC_MESSAGES/django.po
+++ b/app/locale/hu/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2026-01-10 03:09+0000\n"
 "Last-Translator: Herculino Trotta <netotrotta@gmail.com>\n"
 "Language-Team: Hungarian <https://translations.herculino.com/projects/"
@@ -19,73 +19,80 @@ msgstr ""
 "Plural-Forms: nplurals=2; plural=n != 1;\n"
 "X-Generator: Weblate 5.15.1\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Csoport neve"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Frissítés"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Hozzáadás"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Csoport"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Új egyenleg"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Kategória"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -94,27 +101,27 @@ msgstr "Kategória"
 msgid "Tags"
 msgstr "Címkék"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 #, fuzzy
 #| msgid "Link transaction"
 msgid "All paid transactions"
 msgstr "Tranzakció csatolása"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 #, fuzzy
 #| msgid "Update"
 msgid "Up to date"
 msgstr "Frissítés"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr ""
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr ""
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -125,14 +132,15 @@ msgstr ""
 msgid "Date"
 msgstr "Dátum"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 msgid "Reference month"
 msgstr ""
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -141,6 +149,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -149,44 +158,127 @@ msgstr ""
 msgid "Name"
 msgstr "Név"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Számla csoport"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Számla csoportok"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Pénznem"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Pénznem váltás"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Alapértelmezett pénznem az átváltási számításokhoz"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Eszközszámla"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "Az eszközszámlák a nettó vagyonodhoz hozzájárulnak, de nem számítanak bele a "
 "havi költségvetésedbe."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+msgid "Investment"
+msgstr ""
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "Entities"
+msgid "Income entities"
+msgstr "Entitások"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "Categories"
+msgid "Income categories"
+msgstr "Kategóriák"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income Transaction"
+msgid "Income tags"
+msgstr "Bevétel tranzakció"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -195,19 +287,19 @@ msgstr ""
 msgid "Archived"
 msgstr "Archivált"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 "Az archívált számlák nem jelennek meg, és nem számítanak bele a nettó "
 "vagyonodba"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -215,17 +307,17 @@ msgstr ""
 msgid "Account"
 msgstr "Számla"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Számlák"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr "A váltási pénznem nem lehet azonos a számla fő pénznemével."
 
@@ -317,7 +409,7 @@ msgstr ""
 msgid "Invalid entity data. Provide an ID or name."
 msgstr ""
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -337,13 +429,14 @@ msgstr ""
 msgid "Shared with users"
 msgstr ""
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Hiba az új példány létrehozásakor"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Csoporton kívüli"
 
@@ -487,6 +580,7 @@ msgid "Today"
 msgstr "Ma"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Most"
 
@@ -536,10 +630,10 @@ msgid "Decimal Places"
 msgstr "Tizedesek"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -571,9 +665,9 @@ msgid "Auto"
 msgstr "Automata"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Átváltási ráták"
 
@@ -662,36 +756,49 @@ msgid ""
 msgstr ""
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr ""
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Átváltási ráták"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -771,11 +878,11 @@ msgid "You must provide an account."
 msgstr "Meg kell adnia egy számlát."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr ""
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr ""
@@ -791,8 +898,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Megjegyzések"
 
@@ -800,7 +907,7 @@ msgstr "Megjegyzések"
 msgid "DCA Strategy"
 msgstr ""
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr ""
 
@@ -820,7 +927,7 @@ msgstr "Érkeztetett összeg"
 msgid "DCA Entry"
 msgstr ""
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr ""
 
@@ -848,25 +955,25 @@ msgstr ""
 msgid "Entry deleted successfully"
 msgstr ""
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Felhasználók"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Tranzakciók"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -874,16 +981,16 @@ msgstr "Tranzakciók"
 msgid "Categories"
 msgstr "Kategóriák"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -891,28 +998,28 @@ msgstr "Kategóriák"
 msgid "Entities"
 msgstr "Entitások"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Ismétlődő tranzakciók"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr ""
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr ""
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Szabályok"
@@ -921,57 +1028,57 @@ msgstr "Szabályok"
 msgid "DCA"
 msgstr ""
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr ""
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Exportálás"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr ""
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "ZIP fájl"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Tranzakciós szabályok"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr ""
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr ""
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Helyreállítás"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr ""
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr ""
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr ""
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -982,7 +1089,7 @@ msgstr ""
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Importálás"
 
@@ -1117,7 +1224,7 @@ msgstr "Tags"
 msgid "Untagged"
 msgstr ""
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
@@ -1138,6 +1245,32 @@ msgstr ""
 msgid "No entities"
 msgstr ""
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Account added successfully"
+msgid "Asset class added successfully"
+msgstr "A számla hozzáadásra került"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Account updated successfully"
+msgid "Asset class updated successfully"
+msgstr "A számla módosítása sikeres volt"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Account deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "A számla törlésre került"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1191,8 +1324,8 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr ""
@@ -1200,7 +1333,7 @@ msgstr ""
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1211,14 +1344,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1230,27 +1363,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr ""
 
@@ -1263,7 +1396,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr ""
 
@@ -1299,7 +1432,12 @@ msgstr ""
 msgid "Field"
 msgstr ""
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr ""
 
@@ -1481,7 +1619,7 @@ msgid "Upload"
 msgstr ""
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "To Account"
 msgid "To account"
@@ -1499,8 +1637,8 @@ msgstr ""
 msgid "To Amount"
 msgstr ""
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1560,8 +1698,8 @@ msgid ""
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1569,13 +1707,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1587,14 +1731,14 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1614,160 +1758,172 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "Nincs leírás"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 #, fuzzy
 #| msgid "ZIP File"
 msgid "File"
 msgstr "ZIP fájl"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 #, fuzzy
 #| msgid "Interval Type"
 msgid "Content Type"
 msgstr "Intervallum típusa"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 #, fuzzy
 #| msgid "Transaction rules"
 msgid "Transaction Attachment"
 msgstr "Tranzakciós szabályok"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 #, fuzzy
 #| msgid "Transaction rules"
 msgid "Transaction Attachments"
 msgstr "Tranzakciós szabályok"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Éves"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Havi"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "Heti"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "Napi"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 #, fuzzy
 #| msgid "To Account"
 msgid "To amount"
 msgstr "Cél számla"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "nap"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "hét"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "hónap"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "év"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Szüneteltetve"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "Gyors tranzakció"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1894,8 +2050,8 @@ msgid "Item deleted successfully"
 msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1943,34 +2099,34 @@ msgstr "A számla módosítása sikeres volt"
 msgid "Attachment deleted successfully"
 msgstr "A számla törlésre került"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 #, fuzzy
 #| msgid "Account updated successfully"
 msgid "Transfer updated successfully"
@@ -2294,6 +2450,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2316,6 +2473,9 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2365,6 +2525,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2398,6 +2559,7 @@ msgstr ""
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2447,6 +2609,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2495,6 +2658,7 @@ msgid "Add account"
 msgstr ""
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr ""
 
@@ -2796,6 +2960,8 @@ msgid "Add DCA strategy"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr ""
 
@@ -2977,7 +3143,7 @@ msgstr ""
 msgid "No services configured"
 msgstr ""
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr ""
 
@@ -3148,52 +3314,61 @@ msgstr ""
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/sidebar.html:118
-msgid "Dollar Cost Average Tracker"
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+msgid "Investments"
 msgstr ""
 
 #: templates/includes/sidebar.html:124
+msgid "Dollar Cost Average Tracker"
+msgstr ""
+
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "Pénznem váltó"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 msgid "Simulator"
 msgstr ""
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr ""
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr ""
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr ""
 
@@ -3260,6 +3435,7 @@ msgstr ""
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr ""
@@ -3457,6 +3633,285 @@ msgstr ""
 msgid "No installment plans"
 msgstr ""
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+msgid "Target"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+msgid "Invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Pénznem kódja"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:24
+msgid "Value and invested"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+msgid "Nothing to chart yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Update"
+msgid "Update value"
+msgstr "Frissítés"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Információ"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Pénznem kódja"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+msgid "Price"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Figyelmeztetés"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+msgid "Buy"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+msgid "Unrealized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+msgid "Movements"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "No movements yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Új egyenleg"
+
+#: templates/investments/fragments/list.html:105
+msgid "No investments yet"
+msgstr ""
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr ""
@@ -3670,11 +4125,6 @@ msgstr "Tranzakciók szűrése"
 msgid "Order by"
 msgstr "Rendezés"
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr ""
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
diff --git a/app/locale/id/LC_MESSAGES/django.po b/app/locale/id/LC_MESSAGES/django.po
index 138183db..65e12794 100644
--- a/app/locale/id/LC_MESSAGES/django.po
+++ b/app/locale/id/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: Automatically generated\n"
 "Language-Team: none\n"
@@ -17,73 +17,80 @@ msgstr ""
 "Content-Transfer-Encoding: 8bit\n"
 "Plural-Forms: nplurals=1; plural=0;\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr ""
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr ""
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr ""
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr ""
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr ""
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr ""
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -92,23 +99,23 @@ msgstr ""
 msgid "Tags"
 msgstr ""
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 msgid "All paid transactions"
 msgstr ""
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 msgid "Up to date"
 msgstr ""
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr ""
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr ""
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -119,14 +126,15 @@ msgstr ""
 msgid "Date"
 msgstr ""
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 msgid "Reference month"
 msgstr ""
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -135,6 +143,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -143,42 +152,119 @@ msgstr ""
 msgid "Name"
 msgstr ""
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr ""
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr ""
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr ""
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr ""
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr ""
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr ""
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+msgid "Investment"
+msgstr ""
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+msgid "Income entities"
+msgstr ""
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+msgid "Income categories"
+msgstr ""
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+msgid "Income tags"
+msgstr ""
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -187,17 +273,17 @@ msgstr ""
 msgid "Archived"
 msgstr ""
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -205,17 +291,17 @@ msgstr ""
 msgid "Account"
 msgstr ""
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr ""
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 
@@ -307,7 +393,7 @@ msgstr ""
 msgid "Invalid entity data. Provide an ID or name."
 msgstr ""
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -327,13 +413,14 @@ msgstr ""
 msgid "Shared with users"
 msgstr ""
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr ""
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr ""
 
@@ -476,6 +563,7 @@ msgid "Today"
 msgstr ""
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr ""
 
@@ -525,10 +613,10 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -560,9 +648,9 @@ msgid "Auto"
 msgstr ""
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr ""
 
@@ -651,36 +739,47 @@ msgid ""
 msgstr ""
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr ""
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+msgid "Exchange rates to keep"
+msgstr ""
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -760,11 +859,11 @@ msgid "You must provide an account."
 msgstr ""
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr ""
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr ""
@@ -780,8 +879,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr ""
 
@@ -789,7 +888,7 @@ msgstr ""
 msgid "DCA Strategy"
 msgstr ""
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr ""
 
@@ -809,7 +908,7 @@ msgstr ""
 msgid "DCA Entry"
 msgstr ""
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr ""
 
@@ -837,25 +936,25 @@ msgstr ""
 msgid "Entry deleted successfully"
 msgstr ""
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr ""
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr ""
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -863,16 +962,16 @@ msgstr ""
 msgid "Categories"
 msgstr ""
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -880,28 +979,28 @@ msgstr ""
 msgid "Entities"
 msgstr ""
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr ""
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr ""
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr ""
@@ -910,57 +1009,57 @@ msgstr ""
 msgid "DCA"
 msgstr ""
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr ""
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr ""
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr ""
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr ""
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr ""
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr ""
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr ""
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr ""
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr ""
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr ""
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr ""
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -971,7 +1070,7 @@ msgstr ""
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr ""
 
@@ -1104,7 +1203,7 @@ msgstr ""
 msgid "Untagged"
 msgstr ""
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
@@ -1125,6 +1224,26 @@ msgstr ""
 msgid "No entities"
 msgstr ""
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+msgid "Asset class added successfully"
+msgstr ""
+
+#: apps/investments/views.py:275
+msgid "Asset class updated successfully"
+msgstr ""
+
+#: apps/investments/views.py:296
+msgid "Asset class deleted successfully"
+msgstr ""
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1178,8 +1297,8 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr ""
@@ -1187,7 +1306,7 @@ msgstr ""
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1198,14 +1317,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1217,27 +1336,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr ""
 
@@ -1250,7 +1369,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr ""
 
@@ -1286,7 +1405,12 @@ msgstr ""
 msgid "Field"
 msgstr ""
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr ""
 
@@ -1468,7 +1592,7 @@ msgid "Upload"
 msgstr ""
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 msgid "To account"
 msgstr ""
 
@@ -1484,8 +1608,8 @@ msgstr ""
 msgid "To Amount"
 msgstr ""
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1545,8 +1669,8 @@ msgid ""
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1554,13 +1678,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1572,14 +1702,14 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1597,150 +1727,162 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 msgid "To amount"
 msgstr ""
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1863,8 +2005,8 @@ msgid "Item deleted successfully"
 msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1908,34 +2050,34 @@ msgstr ""
 msgid "Attachment deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 msgid "Transfer updated successfully"
 msgstr ""
 
@@ -2239,6 +2381,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2261,6 +2404,9 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2310,6 +2456,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2343,6 +2490,7 @@ msgstr ""
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2392,6 +2540,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2440,6 +2589,7 @@ msgid "Add account"
 msgstr ""
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr ""
 
@@ -2741,6 +2891,8 @@ msgid "Add DCA strategy"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr ""
 
@@ -2921,7 +3073,7 @@ msgstr ""
 msgid "No services configured"
 msgstr ""
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr ""
 
@@ -3092,52 +3244,61 @@ msgstr ""
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/sidebar.html:118
-msgid "Dollar Cost Average Tracker"
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+msgid "Investments"
 msgstr ""
 
 #: templates/includes/sidebar.html:124
+msgid "Dollar Cost Average Tracker"
+msgstr ""
+
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr ""
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 msgid "Simulator"
 msgstr ""
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr ""
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr ""
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr ""
 
@@ -3204,6 +3365,7 @@ msgstr ""
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr ""
@@ -3399,6 +3561,273 @@ msgstr ""
 msgid "No installment plans"
 msgstr ""
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+msgid "Target"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+msgid "Invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+msgid "Currency effect"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:24
+msgid "Value and invested"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+msgid "Nothing to chart yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+msgid "Update value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+msgid "In"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+msgid "currency effect"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+msgid "Price"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+msgid "Earnings"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+msgid "Buy"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+msgid "Unrealized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+msgid "Movements"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "No movements yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+msgid "Rebalance"
+msgstr ""
+
+#: templates/investments/fragments/list.html:105
+msgid "No investments yet"
+msgstr ""
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr ""
@@ -3602,11 +4031,6 @@ msgstr ""
 msgid "Order by"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr ""
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
diff --git a/app/locale/it/LC_MESSAGES/django.po b/app/locale/it/LC_MESSAGES/django.po
index f7e6f064..864403fd 100644
--- a/app/locale/it/LC_MESSAGES/django.po
+++ b/app/locale/it/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2025-12-28 22:24+0000\n"
 "Last-Translator: icovada <federico.tabbo@networktocode.com>\n"
 "Language-Team: Italian <https://translations.herculino.com/projects/wygiwyh/"
@@ -19,73 +19,80 @@ msgstr ""
 "Plural-Forms: nplurals=2; plural=n != 1;\n"
 "X-Generator: Weblate 5.15.1\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Nome del gruppo"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Aggiorna"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Aggiungi"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Gruppo"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Nuovo saldo"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Categoria"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -94,31 +101,31 @@ msgstr "Categoria"
 msgid "Tags"
 msgstr "Tag"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 #, fuzzy
 #| msgid "All Transactions"
 msgid "All paid transactions"
 msgstr "Tutte le transazioni"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 #, fuzzy
 #| msgid "Update"
 msgid "Up to date"
 msgstr "Aggiorna"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 #, fuzzy
 #| msgid "Move to next month"
 msgid "Up to reference month"
 msgstr "Vai al mese successivo"
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 #, fuzzy
 #| msgid "Balance"
 msgid "Balance against"
 msgstr "Saldo"
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -129,16 +136,17 @@ msgstr "Saldo"
 msgid "Date"
 msgstr "Data"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 #, fuzzy
 #| msgid "Reference Date"
 msgid "Reference month"
 msgstr "Data di riferimento"
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -147,6 +155,7 @@ msgstr "Data di riferimento"
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -155,44 +164,129 @@ msgstr "Data di riferimento"
 msgid "Name"
 msgstr "Nome"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Gruppo conto"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Gruppi conti"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Valuta"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Valuta di cambio"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Valuta predefinita per i calcoli di cambio"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Conto patrimoniale"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "I conti patrimoniali vengono conteggiati nel tuo patrimonio netto, ma non "
 "nel bilancio mensile."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+#, fuzzy
+#| msgid "Installment"
+msgid "Investment"
+msgstr "Rata"
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "No entities"
+msgid "Income entities"
+msgstr "Nessun beneficiario"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "No categories"
+msgid "Income categories"
+msgstr "Nessuna categoria"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income"
+msgid "Income tags"
+msgstr "Entrate"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -201,18 +295,18 @@ msgstr ""
 msgid "Archived"
 msgstr "Archiviato"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 "I conti archiviati non compaiono né vengono conteggiati nel patrimonio netto"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -220,17 +314,17 @@ msgstr ""
 msgid "Account"
 msgstr "Conto"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Conti"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 "La valuta di cambio non può essere la stessa della valuta principale del "
@@ -324,7 +418,7 @@ msgstr "Il beneficiario con questo ID non esiste."
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Dati beneficiario non validi. Fornisci un ID o un nome."
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -344,13 +438,14 @@ msgstr "Rendi privato"
 msgid "Shared with users"
 msgstr "Condiviso con utenti"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Errore durante la creazione della nuova istanza"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Non raggruppato"
 
@@ -498,6 +593,7 @@ msgid "Today"
 msgstr "Oggi"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Adesso"
 
@@ -547,10 +643,10 @@ msgid "Decimal Places"
 msgstr "Cifre decimali"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -582,9 +678,9 @@ msgid "Auto"
 msgstr "Automatico"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Cambio valute"
 
@@ -680,32 +776,45 @@ msgstr ""
 "impostata."
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+#, fuzzy
+#| msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr "Cambio unico"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
-"Crea un solo cambio valuta e aggiornalo nel tempo, evitando duplicati nel "
-"database."
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Cambio valute"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr "Servizio cambio valuta"
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr "Servizi tassi di cambio"
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "L’intervallo “Ogni X ore” richiede un numero intero positivo."
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "L’intervallo “Ogni X ore” deve essere compreso tra 1 e 24."
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -713,7 +822,7 @@ msgstr ""
 "Formato ore non valido. Usa ore separate da virgole (0–23) e/o intervalli "
 "(es. '1-5,8,10-12')."
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -795,11 +904,11 @@ msgid "You must provide an account."
 msgstr "Devi fornire un conto."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr "I conti di origine e destinazione devono essere diversi."
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr "PAC per %(strategy_name)s"
@@ -815,8 +924,8 @@ msgstr "Valuta di pagamento"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Note"
 
@@ -824,7 +933,7 @@ msgstr "Note"
 msgid "DCA Strategy"
 msgstr "Piano d'Accumulo del Capitale"
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr "Piani d'Accumulo del Capitale"
 
@@ -844,7 +953,7 @@ msgstr "Importo ricevuto"
 msgid "DCA Entry"
 msgstr "Rata del PAC"
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr "Rate del PAC"
 
@@ -872,25 +981,25 @@ msgstr "Voce aggiornata con successo"
 msgid "Entry deleted successfully"
 msgstr "Voce eliminata con successo"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Utenti"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Transazioni"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -898,16 +1007,16 @@ msgstr "Transazioni"
 msgid "Categories"
 msgstr "Categorie"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -915,28 +1024,28 @@ msgstr "Categorie"
 msgid "Entities"
 msgstr "Beneficiari"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Pagamenti ricorrenti"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Pagamenti a rate"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "Cambio valuta automatico"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Regole"
@@ -945,57 +1054,57 @@ msgstr "Regole"
 msgid "DCA"
 msgstr "Piano d'Accumulo del Capitale"
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "Importa Profili"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Esporta"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "Importa un file ZIP esportato da WYGIWYH"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "File ZIP"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Regole di transazione"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr "Modifica azione transazione"
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr "Aggiorna o crea azioni di transazione"
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Ripristina"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Carica un file ZIP o CSV"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "Devi selezionare almeno un export"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "Dati ripristinati con successo"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -1008,7 +1117,7 @@ msgstr "Seleziona un file"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Importa"
 
@@ -1143,7 +1252,7 @@ msgstr "Tag"
 msgid "Untagged"
 msgstr "Senza tag"
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Nessun tag"
@@ -1164,6 +1273,32 @@ msgstr "Nessun beneficiario"
 msgid "No entities"
 msgstr "Nessun beneficiario"
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Installment Plan added successfully"
+msgid "Asset class added successfully"
+msgstr "Piano di rateizzazione aggiunto correttamente"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Tag updated successfully"
+msgid "Asset class updated successfully"
+msgstr "Tag aggiornato con successo"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Tag deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "Tag rimosso con successo"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1218,8 +1353,8 @@ msgstr "Operatore"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr "Tipo"
@@ -1227,7 +1362,7 @@ msgstr "Tipo"
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1238,14 +1373,14 @@ msgstr "Pagato"
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr "Data di riferimento"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1257,27 +1392,27 @@ msgstr "Importo"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr "Descrizione"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr "Note interne"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr "ID Interno"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr "Silenzia"
 
@@ -1290,7 +1425,7 @@ msgid "Set Values"
 msgstr "Imposta Valori"
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr "Transazione"
 
@@ -1326,7 +1461,12 @@ msgstr "Regola"
 msgid "Field"
 msgstr "Campo"
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr "Valore"
 
@@ -1514,7 +1654,7 @@ msgid "Upload"
 msgstr ""
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "To Account"
 msgid "To account"
@@ -1533,8 +1673,8 @@ msgstr "Da importo"
 msgid "To Amount"
 msgstr "A importo"
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1601,8 +1741,8 @@ msgstr ""
 "I beneficiari disattivati non potranno essere selezionati durante la "
 "creazione di nuove transazioni"
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1610,13 +1750,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr "Entrate"
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1628,14 +1774,14 @@ msgstr "Entrate"
 msgid "Expense"
 msgstr "Spesa"
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr "Piano di rateizzazione"
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1655,160 +1801,172 @@ msgstr "Eliminato"
 msgid "Deleted At"
 msgstr "Eliminato alle"
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr "Nessuna categoria"
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "Nessuna descrizione"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 #, fuzzy
 #| msgid "ZIP File"
 msgid "File"
 msgstr "File ZIP"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 #, fuzzy
 #| msgid "Content"
 msgid "Content Type"
 msgstr "Contenuto"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 #, fuzzy
 #| msgid "Transactions on"
 msgid "Transaction Attachment"
 msgstr "Transazioni del"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 #, fuzzy
 #| msgid "Transaction Tags"
 msgid "Transaction Attachments"
 msgstr "Tag di transazione"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Annuale"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Mensile"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "Settimanale"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "Quotidiana"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr "Numero di rate"
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr "Inizio rata"
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr "Il numero di rata da cui iniziare il conteggio"
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr "Data di inizio"
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr "Data di fine"
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr "Ricorrenza"
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr "Importo della rata"
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr "Aggiungi una descrizione alle transazioni"
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr "Aggiungi note alle transazioni"
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 #, fuzzy
 #| msgid "To Amount"
 msgid "To amount"
 msgstr "A importo"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "giorno/i"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "settimana/e"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "mese/i"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "anno/i"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "In pausa"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr "Tipo di ricorrenza"
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr "Frequenza"
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr "Tieni al massimo"
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr "Data dell'ultima generazione"
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr "Data dell'ultimo riferimento generato"
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "Transazione rapida"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1937,8 +2095,8 @@ msgid "Item deleted successfully"
 msgstr "Elemento eliminato con successo"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr "Transazione aggiunta con successo"
 
@@ -1986,34 +2144,34 @@ msgstr "Conto aggiornato con successo"
 msgid "Attachment deleted successfully"
 msgstr "Conto eliminato con successo"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr "Transazione aggiornata con successo"
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s transazione aggiornata correttamente"
 msgstr[1] "%(count)s transazioni aggiornate correttamente"
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr "Transazione duplicata con successo"
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr "Transazione eliminata con successo"
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr "Transazione ripristinata con successo"
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr "Trasferimento aggiunto con successo"
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 #, fuzzy
 #| msgid "Transfer added successfully"
 msgid "Transfer updated successfully"
@@ -2361,6 +2519,7 @@ msgstr "Modifica gruppo conti"
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2383,6 +2542,9 @@ msgstr "Azioni"
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2432,6 +2594,7 @@ msgstr "Condividi"
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2465,6 +2628,7 @@ msgstr "Elimina"
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2514,6 +2678,7 @@ msgstr "Non sarà possibile annullare questa operazione!"
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2562,6 +2727,7 @@ msgid "Add account"
 msgstr "Aggiungi conto"
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr "Modifica conto"
 
@@ -2867,6 +3033,8 @@ msgid "Add DCA strategy"
 msgstr "Aggiungi strategia DCA"
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr "Nessun cambio valuta disponibile"
 
@@ -3048,7 +3216,7 @@ msgstr "conti"
 msgid "No services configured"
 msgstr "Nessun servizio configurato"
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr "Esporta e ripristina"
 
@@ -3227,54 +3395,65 @@ msgstr "Cestino"
 msgid "Tools"
 msgstr "Strumenti"
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installments"
+msgid "Investments"
+msgstr "Rate"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr "Costo medio del dollaro"
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr "Prezzo per unità"
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "Converti valuta"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 #, fuzzy
 #| msgid "Calculator"
 msgid "Simulator"
 msgstr "Calcolatrice"
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr "Gestione"
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr "Automazione"
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr "Amministratore"
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr "Amministrazione Django"
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr "Usalo solo se sai cosa stai facendo"
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr "è disponibile"
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr "Calcolatrice"
 
@@ -3341,6 +3520,7 @@ msgstr "Nessuna transazione recente"
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr "Totale"
@@ -3560,6 +3740,305 @@ msgstr "Verrà eliminato il piano e tutte le transazioni ad esso associate"
 msgid "No installment plans"
 msgstr "Nessun piano di rateizzazione"
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+#, fuzzy
+#| msgid "Targeting"
+msgid "Target"
+msgstr "Targeting"
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Invested"
+msgstr "Totale investito"
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Codice valuta"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr "Per valuta"
+
+#: templates/investments/fragments/charts.html:24
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Value and invested"
+msgstr "Totale investito"
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+#, fuzzy
+#| msgid "Nothing to see here..."
+msgid "Nothing to chart yet"
+msgstr "Non c’è nulla da mostrare..."
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Update"
+msgid "Update value"
+msgstr "Aggiorna"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Info"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Codice valuta"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+#, fuzzy
+#| msgid "Entry Price"
+msgid "Price"
+msgstr "Prezzo di ingresso"
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Avviso"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+#, fuzzy
+#| msgid "By"
+msgid "Buy"
+msgstr "Da"
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+#, fuzzy
+#| msgid "Uncategorized"
+msgid "Unrealized"
+msgstr "Senza categoria"
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+#, fuzzy
+#| msgid "Management"
+msgid "Movements"
+msgstr "Gestione"
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No movements yet"
+msgstr "Ancora nessun preset"
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Nuovo saldo"
+
+#: templates/investments/fragments/list.html:105
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No investments yet"
+msgstr "Ancora nessun preset"
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr "Questa è una demo!"
@@ -3779,11 +4258,6 @@ msgstr "Filtra transazioni"
 msgid "Order by"
 msgstr "Ordina per"
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr "Per valuta"
-
 #: templates/net_worth/net_worth.html:135
 #, fuzzy
 #| msgid "Evolution by account"
@@ -4257,6 +4731,12 @@ msgstr "Accedi con"
 msgid "Yearly Overview"
 msgstr "Panoramica annuale"
 
+#~ msgid ""
+#~ "Create one exchange rate and keep updating it. Avoids database clutter."
+#~ msgstr ""
+#~ "Crea un solo cambio valuta e aggiornalo nel tempo, evitando duplicati nel "
+#~ "database."
+
 #~ msgid "Add as quick transaction"
 #~ msgstr "Aggiungi come transazione rapida"
 
diff --git a/app/locale/nl/LC_MESSAGES/django.po b/app/locale/nl/LC_MESSAGES/django.po
index 74c1c8cd..c28054f2 100644
--- a/app/locale/nl/LC_MESSAGES/django.po
+++ b/app/locale/nl/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2026-11-02 17:58+0000\n"
 "Last-Translator: Dimitri Decrock <dj.flashpower@gmail.com>\n"
 "Language-Team: Dutch <https://translations.herculino.com/projects/wygiwyh/"
@@ -19,73 +19,80 @@ msgstr ""
 "Plural-Forms: nplurals=2; plural=n != 1;\n"
 "X-Generator: Weblate 2026.10.1\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Groepsnaam"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Bijwerken"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Toevoegen"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Groep"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Nieuw saldo"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Categorie"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -94,23 +101,23 @@ msgstr "Categorie"
 msgid "Tags"
 msgstr "Labels"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 msgid "All paid transactions"
 msgstr "Alle betaalde transacties"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 msgid "Up to date"
 msgstr "Actueel"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr "Tot en met de referentiemaand"
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr "Evenwicht tegen"
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -121,14 +128,15 @@ msgstr "Evenwicht tegen"
 msgid "Date"
 msgstr "Datum"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 msgid "Reference month"
 msgstr "Referentiemaand"
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -137,6 +145,7 @@ msgstr "Referentiemaand"
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -145,44 +154,129 @@ msgstr "Referentiemaand"
 msgid "Name"
 msgstr "Naam"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Accountgroep"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Accountgroepen"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Munteenheid"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Eenheid Wisselgeld"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Standaard munteenheid voor wisselberekeningen"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Vermogensrekening"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "Vermogensrekeningen tellen mee voor je 'Netto Waarde', maar niet voor je "
 "maand."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+#, fuzzy
+#| msgid "Installment"
+msgid "Investment"
+msgstr "Afbetaling"
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "No entities"
+msgid "Income entities"
+msgstr "Geen bedrijven"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "No categories"
+msgid "Income categories"
+msgstr "Geen categorieën"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income"
+msgid "Income tags"
+msgstr "Ontvangsten Transactie"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -191,19 +285,19 @@ msgstr ""
 msgid "Archived"
 msgstr "Gearchiveerd"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 "Gearchiveerde rekeningen worden niet weergegeven en tellen niet mee voor je "
 "\"Netto Waarde\""
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -211,17 +305,17 @@ msgstr ""
 msgid "Account"
 msgstr "Rekening"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Rekeningen"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 "Eenheid wisselgeld kan niet dezelfde zijn als de munteenheid van de rekening."
@@ -314,7 +408,7 @@ msgstr "Bedrijf met dit ID bestaat niet."
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Ongeldige bedrijfsgegevens. Geef een ID of naam op."
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr "Dit veld is verplicht."
 
@@ -334,13 +428,14 @@ msgstr "Privaat maken"
 msgid "Shared with users"
 msgstr "Gedeeld met gebruikers"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Fout bij het aanmaken van een nieuwe instantie"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Niet gegroepeerd"
 
@@ -488,6 +583,7 @@ msgid "Today"
 msgstr "Vandaag"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Nu"
 
@@ -537,10 +633,10 @@ msgid "Decimal Places"
 msgstr "Cijfers na de komma"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -572,9 +668,9 @@ msgid "Auto"
 msgstr "Automatisch"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Wisselkoersen"
 
@@ -670,32 +766,45 @@ msgstr ""
 "ingestelde wisselkoers."
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+#, fuzzy
+#| msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr "Enkele Wisselkoers"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
-"Maak één wisselkoers aan en houd deze bijgewerkt. Voorkomt een overvolle "
-"database."
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Wisselkoersen"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr "Wisselkoersdienst"
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr "Wisselkoersdiensten"
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "Voor het intervaltype ‘Elke X uur’ is een positief geheel getal nodig."
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "Het interval ‘Elke X uur’ moet tussen 1 en 24 liggen."
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -703,7 +812,7 @@ msgstr ""
 "Ongeldige urennotatie. Gebruik door komma's gescheiden uren (0-23) en/of "
 "reeksen (bijv. ‘1-5,8,10-12’)."
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -786,11 +895,11 @@ msgid "You must provide an account."
 msgstr "Je moet een account opgeven."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr "Van en Naar rekening moeten verschillend zijn."
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr "DCA voor %(strategy_name)s"
@@ -806,8 +915,8 @@ msgstr "Betaal Munteenheid"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Opmerkingen"
 
@@ -815,7 +924,7 @@ msgstr "Opmerkingen"
 msgid "DCA Strategy"
 msgstr "DCA Strategie"
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr "DCA Strategieën"
 
@@ -835,7 +944,7 @@ msgstr "Ontvangen bedrag"
 msgid "DCA Entry"
 msgstr "DCA Instap"
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr "DCA Idems"
 
@@ -863,25 +972,25 @@ msgstr "Invoer succesvol bijgewerkt"
 msgid "Entry deleted successfully"
 msgstr "Invoer succesvol verwijderd"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Gebruikers"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Verrichtingen"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -889,16 +998,16 @@ msgstr "Verrichtingen"
 msgid "Categories"
 msgstr "Categorieën"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -906,28 +1015,28 @@ msgstr "Categorieën"
 msgid "Entities"
 msgstr "Bedrijven"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Terugkerende Verrichtingen"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Afbetalingsplannen"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "Automatische Wisselkoersen"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Regels"
@@ -936,57 +1045,57 @@ msgstr "Regels"
 msgid "DCA"
 msgstr "DCA"
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "Profielen importeren"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Exporteer"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "Importeer een ZIP-bestand geëxporteerd vanuit WYGIWYH"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "ZIP-bestand"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Verrichtingsregels"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr "Bewerk verrichtingsactie"
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr "Bewerk of maak verrichtingsregel acties"
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Herstel"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Upload een ZIP-bestand of ten minste één CSV-bestand"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "U moet ten minste één export selecteren"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "Gegevens succesvol hersteld"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -999,7 +1108,7 @@ msgstr "Selecteer een bestand"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Importeer"
 
@@ -1132,7 +1241,7 @@ msgstr "Label"
 msgid "Untagged"
 msgstr "Niet gelabeld"
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Geen labels"
@@ -1153,6 +1262,32 @@ msgstr "Geen bedrijf"
 msgid "No entities"
 msgstr "Geen bedrijven"
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Installment Plan added successfully"
+msgid "Asset class added successfully"
+msgstr "Afbetalingsplan succesvol toegevoegd"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Tag updated successfully"
+msgid "Asset class updated successfully"
+msgstr "Label succesvol bijgewerkt"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Tag deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "Label succesvol verwijderd"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1206,8 +1341,8 @@ msgstr "Operator"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr "Soort"
@@ -1215,7 +1350,7 @@ msgstr "Soort"
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1226,14 +1361,14 @@ msgstr "Betaald"
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr "Referentiedatum"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1245,27 +1380,27 @@ msgstr "Bedrag"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr "Beschrijving"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr "Interne opmerking"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr "Interne ID"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr "Dempen"
 
@@ -1278,7 +1413,7 @@ msgid "Set Values"
 msgstr "Waarden Instellen"
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr "Verrichting"
 
@@ -1314,7 +1449,12 @@ msgstr "Regel"
 msgid "Field"
 msgstr "Veld"
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr "Waarde"
 
@@ -1500,7 +1640,7 @@ msgid "Upload"
 msgstr "Uploaden"
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 msgid "To account"
 msgstr "Naar rekening"
 
@@ -1516,8 +1656,8 @@ msgstr "Van Bedrag"
 msgid "To Amount"
 msgstr "Naar Bedrag"
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1583,8 +1723,8 @@ msgstr ""
 "Gedeactiveerde bedrijven kunnen niet worden geselecteerd bij het maken van "
 "nieuwe verrichtingen"
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1592,13 +1732,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr "Ontvangsten Transactie"
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1610,14 +1756,14 @@ msgstr "Ontvangsten Transactie"
 msgid "Expense"
 msgstr "Uitgave"
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr "Afbetalingsplan"
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1635,150 +1781,162 @@ msgstr "Verwijderd"
 msgid "Deleted At"
 msgstr "Verwijderd Op"
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr "Geen categorie"
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "Geen Beschrijving"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 msgid "File"
 msgstr "Bestand"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr "Originele Naam"
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 msgid "Content Type"
 msgstr "Inhoudstype"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr "Grootte"
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr "Geüpload Door"
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 msgid "Transaction Attachment"
 msgstr "Transactiebijlage"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 msgid "Transaction Attachments"
 msgstr "Transactiebijlages"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Jaarlijks"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Maandelijks"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "Wekelijks"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "Dagelijks"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr "Aantal aflossingen"
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr "Begin afbetaling"
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr "Het nummer van de aflevering om mee te beginnen"
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr "Startdatum"
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr "Einddatum"
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr "Terugkeerpatroon"
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr "Termijnbedrag"
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr "Beschrijving toevoegen aan verrichting"
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr "Notities toevoegen aan verrichting"
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 msgid "To amount"
 msgstr "Naar bedrag"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr "Laat leeg om dezelfde hoeveelheid te gebruiken"
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "dag(en)"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "we(e)k(en)"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "maand(en)"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "ja(a)r(en)"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Gepauzeerd"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr "Type Terugkeerpatroon"
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr "Terugkeer Interval"
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr "Bewaar maximaal"
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr "Laatste Gegenereerde Datum"
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr "Laatste Gegenereerde Referentiedatum"
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "Snelle verrichting"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1901,8 +2059,8 @@ msgid "Item deleted successfully"
 msgstr "Item succesvol verwijderd"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr "Verrichting succesvol toegevoegd"
 
@@ -1946,34 +2104,34 @@ msgstr "Bijlage succesvol geüpload"
 msgid "Attachment deleted successfully"
 msgstr "Bijlage succesvol verwijderd"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr "Verrichting succesvol bijgewerkt"
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s verrichting succesvol bijgewerkt"
 msgstr[1] "%(count)s verrichtingen succesvol bijgewerkt"
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr "Verrichting succesvol gedupliceerd"
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr "Verrichting succesvol verwijderd"
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr "Verrichting succesvol hersteld"
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr "Transactie succesvol toegevoegd"
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 msgid "Transfer updated successfully"
 msgstr "Transactie succesvol bijgewerkt"
 
@@ -2286,6 +2444,7 @@ msgstr "Rekeningsgroep bewerken"
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2308,6 +2467,9 @@ msgstr "Acties"
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2357,6 +2519,7 @@ msgstr "Deel"
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2390,6 +2553,7 @@ msgstr "Verwijderen"
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2439,6 +2603,7 @@ msgstr "Je kunt dit niet meer terugdraaien!"
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2487,6 +2652,7 @@ msgid "Add account"
 msgstr "Rekening toevoegen"
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr "Rekening bewerken"
 
@@ -2788,6 +2954,8 @@ msgid "Add DCA strategy"
 msgstr "DCA-strategie toevoegen"
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr "Geen wisselkoers beschikbaar"
 
@@ -2969,7 +3137,7 @@ msgstr "rekeningen"
 msgid "No services configured"
 msgstr "Geen diensten ingesteld"
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr "Exporteren en Herstellen"
 
@@ -3145,52 +3313,63 @@ msgstr "Prullenbak"
 msgid "Tools"
 msgstr "Hulpmiddelen"
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installments"
+msgid "Investments"
+msgstr "Aflossingen"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr "Dollar Kostgemiddelde Tracker"
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr "Eenheidsprijs berekenen"
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "Valuta omrekenen"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 msgid "Simulator"
 msgstr "Simulator"
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr "Beheer"
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr "Automatisatie"
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr "Admin"
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr "Django Beheerder"
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr "Gebruik dit alleen als je weet wat je doet"
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr "is beschikbaar"
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr "Rekenmachine"
 
@@ -3257,6 +3436,7 @@ msgstr "Geen recente betalingen"
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr "Totaal"
@@ -3458,6 +3638,305 @@ msgstr "Hiermee worden het plan en alle bijbehorende verrichtingen verwijderd"
 msgid "No installment plans"
 msgstr "Geen afbetalingsplannen"
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+#, fuzzy
+#| msgid "Targeting"
+msgid "Target"
+msgstr "Gericht op"
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Invested"
+msgstr "Totaal Geïnvesteerd"
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Munteenheids Code"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr "Op munteenheid"
+
+#: templates/investments/fragments/charts.html:24
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Value and invested"
+msgstr "Totaal Geïnvesteerd"
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+#, fuzzy
+#| msgid "Nothing to see here..."
+msgid "Nothing to chart yet"
+msgstr "Hier is niets te zien..."
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Updated at"
+msgid "Update value"
+msgstr "Bijgewerkt op"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Info"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Munteenheids Code"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+#, fuzzy
+#| msgid "Entry Price"
+msgid "Price"
+msgstr "Ingangsprijs"
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Waarschuwing"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+#, fuzzy
+#| msgid "By"
+msgid "Buy"
+msgstr "Bij"
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+#, fuzzy
+#| msgid "Uncategorized"
+msgid "Unrealized"
+msgstr "Ongecategoriseerd"
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+#, fuzzy
+#| msgid "Management"
+msgid "Movements"
+msgstr "Beheer"
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No movements yet"
+msgstr "Nog geen voorinstellingen"
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Nieuw saldo"
+
+#: templates/investments/fragments/list.html:105
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No investments yet"
+msgstr "Nog geen voorinstellingen"
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr "Dit is een demo!"
@@ -3673,11 +4152,6 @@ msgstr "Filter verrichtingen"
 msgid "Order by"
 msgstr "Sorteer op"
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr "Op munteenheid"
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr "Evolutie"
@@ -4134,6 +4608,12 @@ msgstr "Aanmelden met"
 msgid "Yearly Overview"
 msgstr "Jaaroverzicht"
 
+#~ msgid ""
+#~ "Create one exchange rate and keep updating it. Avoids database clutter."
+#~ msgstr ""
+#~ "Maak één wisselkoers aan en houd deze bijgewerkt. Voorkomt een overvolle "
+#~ "database."
+
 #~ msgid "Add as quick transaction"
 #~ msgstr "Toevoegen als snelle transactie"
 
diff --git a/app/locale/pl/LC_MESSAGES/django.po b/app/locale/pl/LC_MESSAGES/django.po
index 683df68a..261df1b2 100644
--- a/app/locale/pl/LC_MESSAGES/django.po
+++ b/app/locale/pl/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2026-06-08 07:57+0000\n"
 "Last-Translator: Pawel Augustyn <pawelaugustyn15@gmail.com>\n"
 "Language-Team: Polish <https://translations.herculino.com/projects/wygiwyh/"
@@ -20,73 +20,80 @@ msgstr ""
 "|| n%100>=20) ? 1 : 2;\n"
 "X-Generator: Weblate 2026.6\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Nazwa grupy"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Aktualizuj"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Dodaj"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Grupa"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Nowe saldo"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Kategoria"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -95,27 +102,27 @@ msgstr "Kategoria"
 msgid "Tags"
 msgstr "Tagi"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 #, fuzzy
 #| msgid "All Transactions"
 msgid "All paid transactions"
 msgstr "Wszystkie transakcje"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 #, fuzzy
 #| msgid "Update"
 msgid "Up to date"
 msgstr "Aktualizuj"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr ""
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr ""
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -126,16 +133,17 @@ msgstr ""
 msgid "Date"
 msgstr "Data"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 #, fuzzy
 #| msgid "Reference Date"
 msgid "Reference month"
 msgstr "Data referencyjna"
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -144,6 +152,7 @@ msgstr "Data referencyjna"
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -152,44 +161,129 @@ msgstr "Data referencyjna"
 msgid "Name"
 msgstr "Nazwa"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Grupa konta"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Grupy kont"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Waluta"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Wymiana waluty"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Domyślna waluta na potrzeby przeliczenia kursu wymiany"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Rachunek aktywów"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "Rachunek aktywów wlicza się do dostępnej wartości netto, ale nie jest "
 "uwzględniany w miesięcznych podsumowaniach."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+#, fuzzy
+#| msgid "Invert"
+msgid "Investment"
+msgstr "Zamień"
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "Entities"
+msgid "Income entities"
+msgstr "Encje"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "No categories"
+msgid "Income categories"
+msgstr "Brak kategorii"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income"
+msgid "Income tags"
+msgstr "Przychody"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -198,19 +292,19 @@ msgstr ""
 msgid "Archived"
 msgstr "Zarchiwizowane"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 "Zarchiwizowane konta nie są wyświetlane oraz nie są uwzględniane w "
 "podsumowaniach"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -218,17 +312,17 @@ msgstr ""
 msgid "Account"
 msgstr "Konto"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Konta"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr "Waluta do wymiany nie może być taka sama jak waluta konta."
 
@@ -320,7 +414,7 @@ msgstr "Encja o zadanym ID nie istnieje."
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Niepoprawne dane encji. Wprowadź ID lub nazwę encji."
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -342,13 +436,14 @@ msgstr "Uczyń prywatne"
 msgid "Shared with users"
 msgstr "Udostępnione użytkownikom"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Błąd podczas tworzenia wpisu"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Niezgrupowane"
 
@@ -504,6 +599,7 @@ msgid "Today"
 msgstr "Dzisiaj"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Teraz"
 
@@ -553,10 +649,10 @@ msgid "Decimal Places"
 msgstr "Liczba miejsc po przecinku"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -588,9 +684,9 @@ msgid "Auto"
 msgstr "Automatycznie"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Kursy wymiany"
 
@@ -685,30 +781,45 @@ msgstr ""
 "z walut na podstawie jej docelowej waluty wymiany."
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
-msgstr ""
+#, fuzzy
+#| msgid "No exchange rates"
+msgid "One exchange rate per day"
+msgstr "Brak kursów wymiany walut"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Kursy wymiany"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "Cykliczność \"co X godzin\" wymaga dodatniej liczby."
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "Cykliczność \"co X godzin\" musi być z przedziału 1-24."
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -716,7 +827,7 @@ msgstr ""
 "Niepoprawny format godziny. Użyj zakresów (0-23) i/lub oddziel godziny "
 "przecinkami (np. \"1-5,8,10-12\")."
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -796,11 +907,11 @@ msgid "You must provide an account."
 msgstr "Należy wybrać konto."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr "Konta \"Z\" oraz \"Do\" muszą się różnić."
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr ""
@@ -816,8 +927,8 @@ msgstr "Waluta dla płatności"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Notatki"
 
@@ -825,7 +936,7 @@ msgstr "Notatki"
 msgid "DCA Strategy"
 msgstr ""
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr ""
 
@@ -845,7 +956,7 @@ msgstr ""
 msgid "DCA Entry"
 msgstr ""
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr ""
 
@@ -873,25 +984,25 @@ msgstr "Pomyślnie zaktualizowano wpis"
 msgid "Entry deleted successfully"
 msgstr "Pomyślnie usunięto wpis"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Użytkownicy"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Transakcje"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -899,16 +1010,16 @@ msgstr "Transakcje"
 msgid "Categories"
 msgstr "Kategorie"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -916,28 +1027,28 @@ msgstr "Kategorie"
 msgid "Entities"
 msgstr "Encje"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Zlecenia stałe"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Plany ratalne"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "Automatyczne kursy walut"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Reguły"
@@ -946,57 +1057,57 @@ msgstr "Reguły"
 msgid "DCA"
 msgstr "DCA"
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "Profile importu"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Eksport"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "Zaimportuj plik ZIP wyeksportowany z instancji WYGIWYH"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "Plik ZIP"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Reguły transakcji"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr "Edycja akcji transakcyjnych"
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr "Stwórz lub uaktualnij akcje transakcyjne"
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Importuj"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Wrzuć plik ZIP lub przynajmniej jeden plik CSV"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "Musisz wybrać co najmniej jedną opcję do eksportu"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "Pomyślnie odtworzono dane"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -1009,7 +1120,7 @@ msgstr "Wybierz plik"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Import"
 
@@ -1142,7 +1253,7 @@ msgstr "Tag"
 msgid "Untagged"
 msgstr "Nieotagowane"
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Brak tagów"
@@ -1163,6 +1274,32 @@ msgstr "Brak encji"
 msgid "No entities"
 msgstr ""
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Installment Plan added successfully"
+msgid "Asset class added successfully"
+msgstr "Dodano plan ratalny"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Tag updated successfully"
+msgid "Asset class updated successfully"
+msgstr "Zaktualizowano tag"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Tag deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "Usunięto tag"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1216,8 +1353,8 @@ msgstr "Operator"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr "Typ"
@@ -1225,7 +1362,7 @@ msgstr "Typ"
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1236,14 +1373,14 @@ msgstr "Zapłacono"
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr "Data referencyjna"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1255,27 +1392,27 @@ msgstr "Kwota"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr "Opis"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr "Notatka"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr "Wewnętrzne ID"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr "Wycisz"
 
@@ -1288,7 +1425,7 @@ msgid "Set Values"
 msgstr "Ustaw wartości"
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr "Transakcja"
 
@@ -1324,7 +1461,12 @@ msgstr "Reguła"
 msgid "Field"
 msgstr "Pole"
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr "Wartość"
 
@@ -1510,7 +1652,7 @@ msgid "Upload"
 msgstr "Odśwież"
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "To Account"
 msgid "To account"
@@ -1528,8 +1670,8 @@ msgstr "Od kwoty"
 msgid "To Amount"
 msgstr "Do kwoty"
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1595,8 +1737,8 @@ msgstr ""
 "Zdezaktywowanych encji nie da się wykorzystać przy tworzeniu nowych "
 "transakcji"
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1604,13 +1746,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr "Przychody"
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1622,14 +1770,14 @@ msgstr "Przychody"
 msgid "Expense"
 msgstr "Wydatek"
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1649,156 +1797,168 @@ msgstr "Usunięte"
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr "Brak kategorii"
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "Brak opisu"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 #, fuzzy
 #| msgid "ZIP File"
 msgid "File"
 msgstr "Plik ZIP"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 #, fuzzy
 #| msgid "Content"
 msgid "Content Type"
 msgstr "Zawartość"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 msgid "Transaction Attachment"
 msgstr "Załącznik transakcji"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 msgid "Transaction Attachments"
 msgstr "Załączniki transakcji"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Rocznie"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Miesięcznie"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "Tygodniowo"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "Dziennie"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr "Data startowa"
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr "Data końcowa"
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr "Zlecenie stałe"
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr "Dodaj opis dla transakcji"
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr "Dodaj notatki do transakcji"
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 #, fuzzy
 #| msgid "To Amount"
 msgid "To amount"
 msgstr "Do kwoty"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "dni"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "tygodni"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "miesięcy"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "lat"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Zapauzowane"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr "Typ powtarzania"
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr "Co ile powtarzać"
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr "Zachowuj co najwyżej"
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "Szablon transakcji"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1932,8 +2092,8 @@ msgid "Item deleted successfully"
 msgstr "Pomyślnie usunięto"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr "Dodano transakcję"
 
@@ -1977,11 +2137,11 @@ msgstr "Pomyślnie dodano załącznik"
 msgid "Attachment deleted successfully"
 msgstr "Usunięto załącznik"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr "Zaktualizowano transakcję"
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
@@ -1989,23 +2149,23 @@ msgstr[0] "Zaktualizowano %(count)s transakcję"
 msgstr[1] "Zaktualizowano %(count)s transakcje"
 msgstr[2] "Zaktualizowano %(count)s transakcji"
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr "Zduplikowano transakcję"
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr "Usunięto transakcję"
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr "Odtworzono transakcję"
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr "Dodano przelew"
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 #, fuzzy
 #| msgid "Transfer added successfully"
 msgid "Transfer updated successfully"
@@ -2337,6 +2497,7 @@ msgstr "Edytuj grupę kont"
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2359,6 +2520,9 @@ msgstr "Akcje"
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2408,6 +2572,7 @@ msgstr "Udostępnij"
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2441,6 +2606,7 @@ msgstr "Usuń"
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2490,6 +2656,7 @@ msgstr "Tej akcji nie da się odwrócić!"
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2538,6 +2705,7 @@ msgid "Add account"
 msgstr "Dodaj konto"
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr "Edytuj konto"
 
@@ -2841,6 +3009,8 @@ msgid "Add DCA strategy"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr ""
 
@@ -3023,7 +3193,7 @@ msgstr "konta"
 msgid "No services configured"
 msgstr "Nie zdefiniowano serwisów"
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr "Eksport i przywracanie"
 
@@ -3197,54 +3367,65 @@ msgstr ""
 msgid "Tools"
 msgstr "Narzędzia"
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installment Plans"
+msgid "Investments"
+msgstr "Plany ratalne"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr ""
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr "Kalkulator ceny jednostkowej"
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "Kalkulator walut"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 #, fuzzy
 #| msgid "Calculator"
 msgid "Simulator"
 msgstr "Kalkulator"
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr "Zarządzanie"
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr ""
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr "Kalkulator"
 
@@ -3311,6 +3492,7 @@ msgstr "Brak ostatnich transakcji"
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr "Łącznie"
@@ -3508,6 +3690,295 @@ msgstr ""
 msgid "No installment plans"
 msgstr "Brak planów ratalnych"
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+msgid "Target"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+#, fuzzy
+#| msgid "Invert"
+msgid "Invested"
+msgstr "Zamień"
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Symbol waluty"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr "Według walut"
+
+#: templates/investments/fragments/charts.html:24
+msgid "Value and invested"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+msgid "Nothing to chart yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Update"
+msgid "Update value"
+msgstr "Aktualizuj"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Informacja"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Symbol waluty"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+msgid "Price"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Ostrzeżenie"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+msgid "Buy"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+#, fuzzy
+#| msgid "Uncategorized"
+msgid "Unrealized"
+msgstr "Nieskategoryzowane"
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+#, fuzzy
+#| msgid "Management"
+msgid "Movements"
+msgstr "Zarządzanie"
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+#, fuzzy
+#| msgid "No attachments yet"
+msgid "No movements yet"
+msgstr "Brak załączników"
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Nowe saldo"
+
+#: templates/investments/fragments/list.html:105
+#, fuzzy
+#| msgid "No attachments yet"
+msgid "No investments yet"
+msgstr "Brak załączników"
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr ""
@@ -3727,11 +4198,6 @@ msgstr ""
 msgid "Order by"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr "Według walut"
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr "Ewolucja"
diff --git a/app/locale/pt_BR/LC_MESSAGES/django.po b/app/locale/pt_BR/LC_MESSAGES/django.po
index cad975e6..e7856217 100644
--- a/app/locale/pt_BR/LC_MESSAGES/django.po
+++ b/app/locale/pt_BR/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2026-11-02 19:49+0000\n"
 "Last-Translator: Herculino Trotta <netotrotta@gmail.com>\n"
 "Language-Team: Portuguese (Brazil) <https://translations.herculino.com/"
@@ -19,73 +19,80 @@ msgstr ""
 "Plural-Forms: nplurals=2; plural=n > 1;\n"
 "X-Generator: Weblate 2026.10.1\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Nome do grupo"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Atualizar"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Adicionar"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Grupo"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Novo saldo"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Categoria"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -94,23 +101,23 @@ msgstr "Categoria"
 msgid "Tags"
 msgstr "Tags"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 msgid "All paid transactions"
 msgstr "Todas as transações pagas"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 msgid "Up to date"
 msgstr "Até a data"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr "Até o mês de referência"
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr "Balancear contra"
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -121,14 +128,15 @@ msgstr "Balancear contra"
 msgid "Date"
 msgstr "Data"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 msgid "Reference month"
 msgstr "Mês de referência"
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -137,6 +145,7 @@ msgstr "Mês de referência"
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -145,44 +154,129 @@ msgstr "Mês de referência"
 msgid "Name"
 msgstr "Nome"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Grupo da Conta"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Grupos da Conta"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Moeda"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Moeda de Câmbio"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Moeda padrão para os cálculos de câmbio"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Conta de ativos"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "As contas de ativos contam para o seu patrimônio líquido, mas não para o seu "
 "mês."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+#, fuzzy
+#| msgid "Installment"
+msgid "Investment"
+msgstr "Parcelamento"
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "No entities"
+msgid "Income entities"
+msgstr "Sem entidades"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "No categories"
+msgid "Income categories"
+msgstr "Nenhum categoria"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income"
+msgid "Income tags"
+msgstr "Renda"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -191,18 +285,18 @@ msgstr ""
 msgid "Archived"
 msgstr "Arquivada"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 "Contas arquivadas não aparecem nem contam para o seu patrimônio líquido"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -210,17 +304,17 @@ msgstr ""
 msgid "Account"
 msgstr "Conta"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Contas"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr "A moeda de câmbio não pode ser a mesma que a moeda principal da conta."
 
@@ -312,7 +406,7 @@ msgstr "Entidade com esse ID não existe."
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Dados da entidade inválidos. Forneça um ID ou nome."
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr "Este campo é obrigatório."
 
@@ -332,13 +426,14 @@ msgstr "Tornar privado"
 msgid "Shared with users"
 msgstr "Compartilhado com os usuários"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Erro criando nova instância"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Não agrupado"
 
@@ -486,6 +581,7 @@ msgid "Today"
 msgstr "Hoje"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Agora"
 
@@ -535,10 +631,10 @@ msgid "Decimal Places"
 msgstr "Casas Decimais"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -570,9 +666,9 @@ msgid "Auto"
 msgstr "Automático"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Taxas de Câmbio"
 
@@ -668,33 +764,46 @@ msgstr ""
 "definida."
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+#, fuzzy
+#| msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr "Taxa de câmbio única"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
-"Cria uma taxa de câmbio e mantenha-a atualizada. Evita a poluição do banco "
-"de dados."
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Taxas de Câmbio"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr "Serviço de Taxa de Câmbio"
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr "Serviços de Taxa de Câmbio"
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 "Intervalo do tipo 'A cada X horas' requerer um número inteiro positivo."
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "Intervalo do tipo 'A cada X horas' requerer um número entre 1 e 24."
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -702,7 +811,7 @@ msgstr ""
 "Formato inválido de hora. Use uma lista de horas separada por vírgulas "
 "(0-23) e/ou uma faixa (ex.: '1-5,8,10-12')."
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -784,11 +893,11 @@ msgid "You must provide an account."
 msgstr "Você deve informar uma conta."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr "As contas De e Para devem ser diferentes."
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr "CMP para %(strategy_name)s"
@@ -804,8 +913,8 @@ msgstr "Moeda de pagamento"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Notas"
 
@@ -813,7 +922,7 @@ msgstr "Notas"
 msgid "DCA Strategy"
 msgstr "Estratégia CMP"
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr "Estratégias CMP"
 
@@ -833,7 +942,7 @@ msgstr "Quantia recebida"
 msgid "DCA Entry"
 msgstr "Entrada CMP"
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr "Entradas CMP"
 
@@ -861,25 +970,25 @@ msgstr "Entrada atualizada com sucesso"
 msgid "Entry deleted successfully"
 msgstr "Entrada apagada com sucesso"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Usuários"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Transações"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -887,16 +996,16 @@ msgstr "Transações"
 msgid "Categories"
 msgstr "Categorias"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -904,28 +1013,28 @@ msgstr "Categorias"
 msgid "Entities"
 msgstr "Entidades"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Transações Recorrentes"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Parcelamentos"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "Taxas de Câmbio Automáticas"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Regras"
@@ -934,57 +1043,57 @@ msgstr "Regras"
 msgid "DCA"
 msgstr "CMP"
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "Perfis de Importação"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Exportar"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "Importe um arquivo ZIP exportado do WYGIWYH"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "Arquivo ZIP"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Regra da transação"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr "Ação de editar de transação"
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr "Ações de atualizar ou criar transação"
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Restaurar"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Carregue um arquivo ZIP ou pelo menos um arquivo CSV"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "É necessário selecionar pelo menos uma exportação"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "Dados restaurados com sucesso"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -997,7 +1106,7 @@ msgstr "Selecione um arquivo"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Importar"
 
@@ -1130,7 +1239,7 @@ msgstr "Tag"
 msgid "Untagged"
 msgstr "Sem tag"
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Nenhuma tag"
@@ -1151,6 +1260,32 @@ msgstr "Sem entidade"
 msgid "No entities"
 msgstr "Sem entidades"
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Installment Plan added successfully"
+msgid "Asset class added successfully"
+msgstr "Parcelamento adicionado com sucesso"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Tag updated successfully"
+msgid "Asset class updated successfully"
+msgstr "Tag atualizada com sucesso"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Tag deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "Tag apagada com sucesso"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1204,8 +1339,8 @@ msgstr "Operador"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr "Tipo"
@@ -1213,7 +1348,7 @@ msgstr "Tipo"
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1224,14 +1359,14 @@ msgstr "Pago"
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr "Data de Referência"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1243,27 +1378,27 @@ msgstr "Quantia"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr "Descrição"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr "Nota Interna"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr "ID Interna"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr "Silenciada"
 
@@ -1276,7 +1411,7 @@ msgid "Set Values"
 msgstr "Definir valores"
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr "Transação"
 
@@ -1312,7 +1447,12 @@ msgstr "Regra"
 msgid "Field"
 msgstr "Campo"
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr "Valor"
 
@@ -1498,7 +1638,7 @@ msgid "Upload"
 msgstr "Upload"
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 msgid "To account"
 msgstr "Conta de destino"
 
@@ -1514,8 +1654,8 @@ msgstr "Quantia de origem"
 msgid "To Amount"
 msgstr "Quantia de destino"
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1580,8 +1720,8 @@ msgstr ""
 "As entidades desativadas não poderão ser selecionadas ao criar novas "
 "transações"
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1589,13 +1729,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr "Renda"
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1607,14 +1753,14 @@ msgstr "Renda"
 msgid "Expense"
 msgstr "Despesa"
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr "Parcelamento"
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1632,150 +1778,162 @@ msgstr "Apagado"
 msgid "Deleted At"
 msgstr "Apagado Em"
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr "Sem categoria"
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "Sem descrição"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 msgid "File"
 msgstr "Arquivo"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr "Nome Original"
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 msgid "Content Type"
 msgstr "Tipo de Conteúdo"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr "Tamanho"
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr "Enviado por"
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 msgid "Transaction Attachment"
 msgstr "Anexo de transação"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 msgid "Transaction Attachments"
 msgstr "Anexo de transações"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Anual"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Mensal"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "Semanal"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "Diária"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr "Número de Parcelas"
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr "Parcela inicial"
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr "O número da parcela a partir do qual se inicia a contagem"
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr "Data de Início"
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr "Data Final"
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr "Recorrência"
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr "Valor da Parcela"
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr "Adicionar descrição às transações"
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr "Adicionar notas às transações"
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 msgid "To amount"
 msgstr "Quantia de destino"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr "Deixe em branco para usar a mesma quantia"
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "dia(s)"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "semana(s)"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "mês(es)"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "ano(s)"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Pausado"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr "Tipo de recorrência"
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr "Intervalo de recorrência"
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr "Manter no máximo"
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr "Última data gerada"
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr "Última data de referência gerada"
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "Transação Rápida"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1898,8 +2056,8 @@ msgid "Item deleted successfully"
 msgstr "Item apagado com sucesso"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr "Transação adicionada com sucesso"
 
@@ -1943,34 +2101,34 @@ msgstr "Anexo enviado com sucesso"
 msgid "Attachment deleted successfully"
 msgstr "Anexo apagado com sucesso"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr "Transação atualizada com sucesso"
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s transação atualizada com sucesso"
 msgstr[1] "%(count)s transações atualizadas com sucesso"
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr "Transação duplicada com sucesso"
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr "Transação apagada com sucesso"
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr "Transação restaurada com sucesso"
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr "Transferência adicionada com sucesso"
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 msgid "Transfer updated successfully"
 msgstr "Transferência atualizada com sucesso"
 
@@ -2283,6 +2441,7 @@ msgstr "Editar grupo de conta"
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2305,6 +2464,9 @@ msgstr "Ações"
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2354,6 +2516,7 @@ msgstr "Compartilhar"
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2387,6 +2550,7 @@ msgstr "Apagar"
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2436,6 +2600,7 @@ msgstr "Você não será capaz de reverter isso!"
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2484,6 +2649,7 @@ msgid "Add account"
 msgstr "Adicionar conta"
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr "Editar conta"
 
@@ -2785,6 +2951,8 @@ msgid "Add DCA strategy"
 msgstr "Adicionar estratégia CMP"
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr "Nenhuma taxa de câmbio disponível"
 
@@ -2967,7 +3135,7 @@ msgstr "contas"
 msgid "No services configured"
 msgstr "Nenhum serviço configurado"
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr "Exportar e Restaurar"
 
@@ -3142,52 +3310,63 @@ msgstr "Lixeira"
 msgid "Tools"
 msgstr "Ferramentas"
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installments"
+msgid "Investments"
+msgstr "Parcelas"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr "Rastreador de Custo Médio Ponderado"
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr "Calculadora de preço unitário"
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "Conversor de Moeda"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 msgid "Simulator"
 msgstr "Simulador"
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr "Gerenciar"
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr "Automação"
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr "Admin"
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr "Django Admin"
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr "Só use isso se você souber o que está fazendo"
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr "está disponível"
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr "Calculadora"
 
@@ -3254,6 +3433,7 @@ msgstr "Nenhuma transação recente"
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr "Total"
@@ -3454,6 +3634,305 @@ msgstr "Isso excluirá o parcelamento e todas as transações associadas a ele"
 msgid "No installment plans"
 msgstr "Nenhum parcelamento"
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+#, fuzzy
+#| msgid "Targeting"
+msgid "Target"
+msgstr "Alvos"
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Invested"
+msgstr "Total investido"
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Código da Moeda"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr "Por moeda"
+
+#: templates/investments/fragments/charts.html:24
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Value and invested"
+msgstr "Total investido"
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+#, fuzzy
+#| msgid "Nothing to see here..."
+msgid "Nothing to chart yet"
+msgstr "Nada para ver aqui..."
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Updated at"
+msgid "Update value"
+msgstr "Atualizado em"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Informação"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Código da Moeda"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+#, fuzzy
+#| msgid "Entry Price"
+msgid "Price"
+msgstr "Preço de Entrada"
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Aviso"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+#, fuzzy
+#| msgid "By"
+msgid "Buy"
+msgstr "Por"
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+#, fuzzy
+#| msgid "Uncategorized"
+msgid "Unrealized"
+msgstr "Sem categoria"
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+#, fuzzy
+#| msgid "Management"
+msgid "Movements"
+msgstr "Gerenciar"
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No movements yet"
+msgstr "Nenhuma predefinição de importação ainda"
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Novo saldo"
+
+#: templates/investments/fragments/list.html:105
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No investments yet"
+msgstr "Nenhuma predefinição de importação ainda"
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr "Isto é uma demonstração!"
@@ -3665,11 +4144,6 @@ msgstr "Filtrar transações"
 msgid "Order by"
 msgstr "Ordernar por"
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr "Por moeda"
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr "Evolução"
@@ -4123,6 +4597,12 @@ msgstr "Login com"
 msgid "Yearly Overview"
 msgstr "Visão Anual"
 
+#~ msgid ""
+#~ "Create one exchange rate and keep updating it. Avoids database clutter."
+#~ msgstr ""
+#~ "Cria uma taxa de câmbio e mantenha-a atualizada. Evita a poluição do "
+#~ "banco de dados."
+
 #~ msgid "Add as quick transaction"
 #~ msgstr "Adicionar como transação rápida"
 
diff --git a/app/locale/ru/LC_MESSAGES/django.po b/app/locale/ru/LC_MESSAGES/django.po
index 602dd1df..462a4df4 100644
--- a/app/locale/ru/LC_MESSAGES/django.po
+++ b/app/locale/ru/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2026-05-01 07:24+0000\n"
 "Last-Translator: masttera <mail.masttera@gmail.com>\n"
 "Language-Team: Russian <https://translations.herculino.com/projects/wygiwyh/"
@@ -20,73 +20,80 @@ msgstr ""
 "n%10<=4 && (n%100<10 || n%100>=20) ? 1 : 2;\n"
 "X-Generator: Weblate 5.17\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Имя группы"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Обновить"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Добавить"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Группа"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Новый баланс"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Категория"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -95,31 +102,31 @@ msgstr "Категория"
 msgid "Tags"
 msgstr "Тэг"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 #, fuzzy
 #| msgid "All Transactions"
 msgid "All paid transactions"
 msgstr "Все транзакции"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 #, fuzzy
 #| msgid "Update"
 msgid "Up to date"
 msgstr "Обновить"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 #, fuzzy
 #| msgid "Move to next month"
 msgid "Up to reference month"
 msgstr "Перенести на следующий месяц"
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 #, fuzzy
 #| msgid "Balance"
 msgid "Balance against"
 msgstr "Баланс"
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -130,16 +137,17 @@ msgstr "Баланс"
 msgid "Date"
 msgstr "Дата"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 #, fuzzy
 #| msgid "Reference Date"
 msgid "Reference month"
 msgstr "Дата ссылки"
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -148,6 +156,7 @@ msgstr "Дата ссылки"
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -156,44 +165,129 @@ msgstr "Дата ссылки"
 msgid "Name"
 msgstr "Имя"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Группа счетов"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Группы счетов"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Валюта"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Обмен валюты"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Валюта по умолчанию для расчетов обмена валют"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Счет активов"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "Активы, находящиеся на счетах, учитываются при расчете вашего чистого "
 "капитала, но не в ежемесячном исчислении."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+#, fuzzy
+#| msgid "Installment"
+msgid "Investment"
+msgstr "Рассрочка"
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "No entities"
+msgid "Income entities"
+msgstr "Нет объектов"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "No categories"
+msgid "Income categories"
+msgstr "Категории отсутствуют"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income"
+msgid "Income tags"
+msgstr "Доход"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -202,19 +296,19 @@ msgstr ""
 msgid "Archived"
 msgstr "Архив"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 "Архивированные счета не отображаются и не учитываются при расчете вашего "
 "чистого капитала"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -222,17 +316,17 @@ msgstr ""
 msgid "Account"
 msgstr "Счет"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Счета"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr "Обменная валюта не может совпадать с основной валютой счета."
 
@@ -324,7 +418,7 @@ msgstr "Объект с таким идентификатором не суще
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Неверные данные сущности. Укажите идентификатор или имя."
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -345,13 +439,14 @@ msgstr "Сделать приватным"
 msgid "Shared with users"
 msgstr "Доступно пользователям"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Ошибка при создании нового экземпляра"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Негруппированный"
 
@@ -506,6 +601,7 @@ msgid "Today"
 msgstr "Сегодня"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Сейчас"
 
@@ -555,10 +651,10 @@ msgid "Decimal Places"
 msgstr "Десятичные знаки"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -590,9 +686,9 @@ msgid "Auto"
 msgstr "Авто"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Обменные курсы"
 
@@ -686,33 +782,46 @@ msgstr ""
 "валюты."
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+#, fuzzy
+#| msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr "Единый обменный курс"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
-"Создайте один обменный курс и постоянно обновляйте его. Это позволит "
-"избежать захламления базы данных."
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Обменные курсы"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr "Сервис обмена курсов"
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr "Сервисы обмена курсов"
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 "Для интервалов типа «Каждые X часов» требуется положительное целое число."
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "Интервал «каждые X часов» должен составлять от 1 до 24."
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -720,7 +829,7 @@ msgstr ""
 "Неверный формат времени. Используйте часы, разделенные запятыми (0-23), и/"
 "или диапазоны (например, '1-5,8,10-12')."
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -802,11 +911,11 @@ msgid "You must provide an account."
 msgstr "Вы должны предоставить учетную запись."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr "Счета «От» и «Получатель» должны быть разными."
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr ""
@@ -822,8 +931,8 @@ msgstr "Валюта платежа"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Заметки"
 
@@ -831,7 +940,7 @@ msgstr "Заметки"
 msgid "DCA Strategy"
 msgstr "Стратегия DCA"
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr "Стратегии DCA"
 
@@ -851,7 +960,7 @@ msgstr "Полученная сумма"
 msgid "DCA Entry"
 msgstr ""
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr "Записи DCA"
 
@@ -879,25 +988,25 @@ msgstr "Запись успешно обновлена"
 msgid "Entry deleted successfully"
 msgstr "Запись успешно удалена"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Пользователи"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Транзакции"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -905,16 +1014,16 @@ msgstr "Транзакции"
 msgid "Categories"
 msgstr "Категории"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -922,28 +1031,28 @@ msgstr "Категории"
 msgid "Entities"
 msgstr "Объекты"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Повторяющиеся транзакции"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Планы рассрочки"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "Автоматические обменные курсы"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Правила"
@@ -952,57 +1061,57 @@ msgstr "Правила"
 msgid "DCA"
 msgstr ""
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "Импорт профилей"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Экспорт"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "Импорт ZIP-файла, экспортированного из WYGIWYH"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "ZIP File"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Правила транзакций"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr "Редактировать действие транзакции"
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr "Обновление или создание действий транзакции"
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Восстановить"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Пожалуйста, загрузите либо ZIP-файл, либо хотя бы один CSV-файл"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "Необходимо выбрать как минимум один экспорт"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "Данные успешно восстановлены"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -1015,7 +1124,7 @@ msgstr "Выберите файл"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Импорт"
 
@@ -1148,7 +1257,7 @@ msgstr ""
 msgid "Untagged"
 msgstr ""
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Нет тегов"
@@ -1169,6 +1278,32 @@ msgstr ""
 msgid "No entities"
 msgstr "Нет объектов"
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Installment Plan added successfully"
+msgid "Asset class added successfully"
+msgstr "План рассрочки успешно добавлен"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Tag updated successfully"
+msgid "Asset class updated successfully"
+msgstr "Тег успешно обновлен"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Tag deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "Тег успешно удален"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1222,8 +1357,8 @@ msgstr "Оператор"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr ""
@@ -1231,7 +1366,7 @@ msgstr ""
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1242,14 +1377,14 @@ msgstr "Оплаченный"
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr "Дата ссылки"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1261,27 +1396,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr ""
 
@@ -1294,7 +1429,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr "Транзакция"
 
@@ -1330,7 +1465,12 @@ msgstr ""
 msgid "Field"
 msgstr ""
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr ""
 
@@ -1516,7 +1656,7 @@ msgid "Upload"
 msgstr "Перезагрузка"
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "To Account"
 msgid "To account"
@@ -1534,8 +1674,8 @@ msgstr ""
 msgid "To Amount"
 msgstr ""
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1598,8 +1738,8 @@ msgid ""
 msgstr ""
 "Деактивированные объекты нельзя будет выбрать при создании новых транзакций"
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1607,13 +1747,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr "Доход"
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1625,14 +1771,14 @@ msgstr "Доход"
 msgid "Expense"
 msgstr "Расход"
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr "План рассрочки"
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1652,160 +1798,172 @@ msgstr "Удалено"
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr "Нет категории"
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "Нет описания"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 #, fuzzy
 #| msgid "ZIP File"
 msgid "File"
 msgstr "ZIP File"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 #, fuzzy
 #| msgid "Interval Type"
 msgid "Content Type"
 msgstr "Тип интервала"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 #, fuzzy
 #| msgid "Transaction rule"
 msgid "Transaction Attachment"
 msgstr "Правило транзакции"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 #, fuzzy
 #| msgid "Transaction Tags"
 msgid "Transaction Attachments"
 msgstr "Теги транзакций"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Ежегодно"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Ежемесячно"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "Еженедельно"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "Ежедневно"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr "Количество платежей"
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr "Начало выплаты рассрочки"
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr "Номер платежа, с которого начинается отсчет"
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr "Дата начала"
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr "Дата окончания"
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr "Сумма рассрочки"
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr "Добавить описание к транзакциям"
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr "Добавить примечания к транзакциям"
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 #, fuzzy
 #| msgid "Show amounts"
 msgid "To amount"
 msgstr "Показать суммы"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "день"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "неделя"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "месяц"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "год"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Приостановлено"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr "Хранить максимум"
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "Быстрая сделка"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1934,8 +2092,8 @@ msgid "Item deleted successfully"
 msgstr "Элемент успешно удален"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr "Транзакция успешно добавлена"
 
@@ -1983,34 +2141,34 @@ msgstr "Счет успешно обновлен"
 msgid "Attachment deleted successfully"
 msgstr "Счет успешно удален"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr "Транзакция успешно обновлена"
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr "Транзакция успешно продублирована"
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr "Транзакция успешно удалена"
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr "Транзакция успешно восстановлена"
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr "Перевод успешно добавлен"
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 #, fuzzy
 #| msgid "Transfer added successfully"
 msgid "Transfer updated successfully"
@@ -2341,6 +2499,7 @@ msgstr "Редактировать группу учетных записей"
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2363,6 +2522,9 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2412,6 +2574,7 @@ msgstr "Поделиться"
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2445,6 +2608,7 @@ msgstr "Удалить"
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2494,6 +2658,7 @@ msgstr "Вы не сможете отменить это!"
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2542,6 +2707,7 @@ msgid "Add account"
 msgstr "Добавить счёт"
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr ""
 
@@ -2843,6 +3009,8 @@ msgid "Add DCA strategy"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr "Курс обмена недоступен"
 
@@ -3024,7 +3192,7 @@ msgstr ""
 msgid "No services configured"
 msgstr "Службы не настроены"
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr "Экспорт и восстановление"
 
@@ -3195,54 +3363,65 @@ msgstr ""
 msgid "Tools"
 msgstr "Инструменты"
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installments"
+msgid "Investments"
+msgstr "Рассрочки"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr "Трекер средней стоимости доллара"
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr "Калькулятор цены за единицу"
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "Конвертер валют"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 #, fuzzy
 #| msgid "Calculator"
 msgid "Simulator"
 msgstr "Калькулятор"
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr "Управление"
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr "Администратор"
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr "Администратор Django"
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr ""
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr "Калькулятор"
 
@@ -3309,6 +3488,7 @@ msgstr "Нет недавних транзакций"
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr "Итог"
@@ -3506,6 +3686,295 @@ msgstr ""
 msgid "No installment plans"
 msgstr ""
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+msgid "Target"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Invested"
+msgstr "Общий объем инвестиций"
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Код валюты"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr "По валюте"
+
+#: templates/investments/fragments/charts.html:24
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Value and invested"
+msgstr "Общий объем инвестиций"
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+msgid "Nothing to chart yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Update"
+msgid "Update value"
+msgstr "Обновить"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Информация"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Код валюты"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+msgid "Price"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Предупреждение"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+msgid "Buy"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+#, fuzzy
+#| msgid "Uncategorized"
+msgid "Unrealized"
+msgstr "Без категории"
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+#, fuzzy
+#| msgid "Management"
+msgid "Movements"
+msgstr "Управление"
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "No movements yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Новый баланс"
+
+#: templates/investments/fragments/list.html:105
+#, fuzzy
+#| msgid "Number of Installments"
+msgid "No investments yet"
+msgstr "Количество платежей"
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr "Это демо-версия!"
@@ -3723,11 +4192,6 @@ msgstr "Фильтр транзакций"
 msgid "Order by"
 msgstr "Сортировать по"
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr "По валюте"
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
@@ -4194,6 +4658,12 @@ msgstr "Войти с помощью"
 msgid "Yearly Overview"
 msgstr "Годовой обзор"
 
+#~ msgid ""
+#~ "Create one exchange rate and keep updating it. Avoids database clutter."
+#~ msgstr ""
+#~ "Создайте один обменный курс и постоянно обновляйте его. Это позволит "
+#~ "избежать захламления базы данных."
+
 #~ msgid "Add as quick transaction"
 #~ msgstr "Добавить как быструю транзакцию"
 
diff --git a/app/locale/sv/LC_MESSAGES/django.po b/app/locale/sv/LC_MESSAGES/django.po
index a0dfefaa..97346144 100644
--- a/app/locale/sv/LC_MESSAGES/django.po
+++ b/app/locale/sv/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2025-04-14 06:16+0000\n"
 "Last-Translator: Emil <emil.bjorkroth@gmail.com>\n"
 "Language-Team: Swedish <https://translations.herculino.com/projects/wygiwyh/"
@@ -19,73 +19,80 @@ msgstr ""
 "Plural-Forms: nplurals=2; plural=n != 1;\n"
 "X-Generator: Weblate 5.10.4\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr ""
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Uppdatera"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr ""
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr ""
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr ""
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr ""
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -94,25 +101,25 @@ msgstr ""
 msgid "Tags"
 msgstr ""
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 msgid "All paid transactions"
 msgstr ""
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 #, fuzzy
 #| msgid "Update"
 msgid "Up to date"
 msgstr "Uppdatera"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr ""
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr ""
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -123,14 +130,15 @@ msgstr ""
 msgid "Date"
 msgstr ""
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 msgid "Reference month"
 msgstr ""
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -139,6 +147,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -147,42 +156,119 @@ msgstr ""
 msgid "Name"
 msgstr ""
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr ""
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr ""
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr ""
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr ""
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr ""
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr ""
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+msgid "Investment"
+msgstr ""
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+msgid "Income entities"
+msgstr ""
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+msgid "Income categories"
+msgstr ""
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+msgid "Income tags"
+msgstr ""
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -191,17 +277,17 @@ msgstr ""
 msgid "Archived"
 msgstr ""
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -209,17 +295,17 @@ msgstr ""
 msgid "Account"
 msgstr ""
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr ""
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 
@@ -311,7 +397,7 @@ msgstr ""
 msgid "Invalid entity data. Provide an ID or name."
 msgstr ""
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -331,13 +417,14 @@ msgstr ""
 msgid "Shared with users"
 msgstr ""
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr ""
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr ""
 
@@ -480,6 +567,7 @@ msgid "Today"
 msgstr ""
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr ""
 
@@ -529,10 +617,10 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -564,9 +652,9 @@ msgid "Auto"
 msgstr ""
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr ""
 
@@ -655,36 +743,47 @@ msgid ""
 msgstr ""
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr ""
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+msgid "Exchange rates to keep"
+msgstr ""
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -764,11 +863,11 @@ msgid "You must provide an account."
 msgstr ""
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr ""
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr ""
@@ -784,8 +883,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr ""
 
@@ -793,7 +892,7 @@ msgstr ""
 msgid "DCA Strategy"
 msgstr ""
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr ""
 
@@ -813,7 +912,7 @@ msgstr ""
 msgid "DCA Entry"
 msgstr ""
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr ""
 
@@ -841,25 +940,25 @@ msgstr ""
 msgid "Entry deleted successfully"
 msgstr ""
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr ""
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr ""
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -867,16 +966,16 @@ msgstr ""
 msgid "Categories"
 msgstr ""
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -884,28 +983,28 @@ msgstr ""
 msgid "Entities"
 msgstr ""
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr ""
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr ""
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr ""
@@ -914,57 +1013,57 @@ msgstr ""
 msgid "DCA"
 msgstr ""
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr ""
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr ""
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr ""
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr ""
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr ""
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr ""
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr ""
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr ""
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr ""
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr ""
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr ""
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -975,7 +1074,7 @@ msgstr ""
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr ""
 
@@ -1108,7 +1207,7 @@ msgstr ""
 msgid "Untagged"
 msgstr ""
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
@@ -1129,6 +1228,26 @@ msgstr ""
 msgid "No entities"
 msgstr ""
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+msgid "Asset class added successfully"
+msgstr ""
+
+#: apps/investments/views.py:275
+msgid "Asset class updated successfully"
+msgstr ""
+
+#: apps/investments/views.py:296
+msgid "Asset class deleted successfully"
+msgstr ""
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1182,8 +1301,8 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr ""
@@ -1191,7 +1310,7 @@ msgstr ""
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1202,14 +1321,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1221,27 +1340,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr ""
 
@@ -1254,7 +1373,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr ""
 
@@ -1290,7 +1409,12 @@ msgstr ""
 msgid "Field"
 msgstr ""
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr ""
 
@@ -1472,7 +1596,7 @@ msgid "Upload"
 msgstr ""
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 msgid "To account"
 msgstr ""
 
@@ -1488,8 +1612,8 @@ msgstr ""
 msgid "To Amount"
 msgstr ""
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1549,8 +1673,8 @@ msgid ""
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1558,13 +1682,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1576,14 +1706,14 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1601,150 +1731,162 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 msgid "To amount"
 msgstr ""
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1867,8 +2009,8 @@ msgid "Item deleted successfully"
 msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1912,34 +2054,34 @@ msgstr ""
 msgid "Attachment deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 msgid "Transfer updated successfully"
 msgstr ""
 
@@ -2245,6 +2387,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2267,6 +2410,9 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2316,6 +2462,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2349,6 +2496,7 @@ msgstr ""
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2398,6 +2546,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2446,6 +2595,7 @@ msgid "Add account"
 msgstr ""
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr ""
 
@@ -2747,6 +2897,8 @@ msgid "Add DCA strategy"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr ""
 
@@ -2928,7 +3080,7 @@ msgstr ""
 msgid "No services configured"
 msgstr ""
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr ""
 
@@ -3099,52 +3251,61 @@ msgstr ""
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/sidebar.html:118
-msgid "Dollar Cost Average Tracker"
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+msgid "Investments"
 msgstr ""
 
 #: templates/includes/sidebar.html:124
+msgid "Dollar Cost Average Tracker"
+msgstr ""
+
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr ""
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 msgid "Simulator"
 msgstr ""
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr ""
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr ""
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr ""
 
@@ -3211,6 +3372,7 @@ msgstr ""
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr ""
@@ -3406,6 +3568,275 @@ msgstr ""
 msgid "No installment plans"
 msgstr ""
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+msgid "Target"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+msgid "Invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+msgid "Currency effect"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:24
+msgid "Value and invested"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+msgid "Nothing to chart yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Update"
+msgid "Update value"
+msgstr "Uppdatera"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+msgid "In"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+msgid "currency effect"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+msgid "Price"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+msgid "Earnings"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+msgid "Buy"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+msgid "Unrealized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+msgid "Movements"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "No movements yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+msgid "Rebalance"
+msgstr ""
+
+#: templates/investments/fragments/list.html:105
+msgid "No investments yet"
+msgstr ""
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr ""
@@ -3609,11 +4040,6 @@ msgstr ""
 msgid "Order by"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr ""
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
diff --git a/app/locale/sw/LC_MESSAGES/django.po b/app/locale/sw/LC_MESSAGES/django.po
index 3a714b5b..adec43e3 100644
--- a/app/locale/sw/LC_MESSAGES/django.po
+++ b/app/locale/sw/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2026-01-18 19:24+0000\n"
 "Last-Translator: Ebrahim Tayabali <ebrahimhakimuddin@gmail.com>\n"
 "Language-Team: Swahili <https://translations.herculino.com/projects/wygiwyh/"
@@ -19,74 +19,81 @@ msgstr ""
 "Plural-Forms: nplurals=2; plural=n != 1;\n"
 "X-Generator: Weblate 5.15.1\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Jina La Kundi"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr ""
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 #, fuzzy
 msgid "Add"
 msgstr "Ongeza"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Kikundi"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Salio Mpya"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr ""
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -95,23 +102,23 @@ msgstr ""
 msgid "Tags"
 msgstr ""
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 msgid "All paid transactions"
 msgstr ""
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 msgid "Up to date"
 msgstr ""
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr ""
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr ""
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -122,14 +129,15 @@ msgstr ""
 msgid "Date"
 msgstr ""
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 msgid "Reference month"
 msgstr ""
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -138,6 +146,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -146,37 +155,67 @@ msgstr ""
 msgid "Name"
 msgstr "Jina"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Kikundi cha Akaunti"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Vikundi vya Akaunti"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr ""
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr ""
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr ""
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "Akaunti ya Mali"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 #, fuzzy
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
@@ -184,7 +223,54 @@ msgstr ""
 "Akaunti za mali huhesabiwa kuelekea thamani  yako ya jumla, lakini si kwa "
 "hesabu ya mwezi wako."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+msgid "Investment"
+msgstr ""
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+msgid "Income entities"
+msgstr ""
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+msgid "Income categories"
+msgstr ""
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+msgid "Income tags"
+msgstr ""
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -193,17 +279,17 @@ msgstr ""
 msgid "Archived"
 msgstr ""
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -211,17 +297,17 @@ msgstr ""
 msgid "Account"
 msgstr ""
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr ""
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 
@@ -313,7 +399,7 @@ msgstr ""
 msgid "Invalid entity data. Provide an ID or name."
 msgstr ""
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -333,13 +419,14 @@ msgstr ""
 msgid "Shared with users"
 msgstr ""
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr ""
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr ""
 
@@ -482,6 +569,7 @@ msgid "Today"
 msgstr ""
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr ""
 
@@ -531,10 +619,10 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -566,9 +654,9 @@ msgid "Auto"
 msgstr ""
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr ""
 
@@ -657,36 +745,47 @@ msgid ""
 msgstr ""
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr ""
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+msgid "Exchange rates to keep"
+msgstr ""
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -766,11 +865,11 @@ msgid "You must provide an account."
 msgstr ""
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr ""
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr ""
@@ -786,8 +885,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr ""
 
@@ -795,7 +894,7 @@ msgstr ""
 msgid "DCA Strategy"
 msgstr ""
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr ""
 
@@ -815,7 +914,7 @@ msgstr ""
 msgid "DCA Entry"
 msgstr ""
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr ""
 
@@ -843,25 +942,25 @@ msgstr ""
 msgid "Entry deleted successfully"
 msgstr ""
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr ""
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr ""
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -869,16 +968,16 @@ msgstr ""
 msgid "Categories"
 msgstr ""
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -886,28 +985,28 @@ msgstr ""
 msgid "Entities"
 msgstr ""
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr ""
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr ""
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr ""
@@ -916,57 +1015,57 @@ msgstr ""
 msgid "DCA"
 msgstr ""
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr ""
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr ""
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr ""
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr ""
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr ""
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr ""
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr ""
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr ""
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr ""
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr ""
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr ""
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -977,7 +1076,7 @@ msgstr ""
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr ""
 
@@ -1110,7 +1209,7 @@ msgstr ""
 msgid "Untagged"
 msgstr ""
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
@@ -1131,6 +1230,26 @@ msgstr ""
 msgid "No entities"
 msgstr ""
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+msgid "Asset class added successfully"
+msgstr ""
+
+#: apps/investments/views.py:275
+msgid "Asset class updated successfully"
+msgstr ""
+
+#: apps/investments/views.py:296
+msgid "Asset class deleted successfully"
+msgstr ""
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1184,8 +1303,8 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr ""
@@ -1193,7 +1312,7 @@ msgstr ""
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1204,14 +1323,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1223,27 +1342,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr ""
 
@@ -1256,7 +1375,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr ""
 
@@ -1292,7 +1411,12 @@ msgstr ""
 msgid "Field"
 msgstr ""
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr ""
 
@@ -1474,7 +1598,7 @@ msgid "Upload"
 msgstr ""
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "Asset account"
 msgid "To account"
@@ -1492,8 +1616,8 @@ msgstr ""
 msgid "To Amount"
 msgstr ""
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1553,8 +1677,8 @@ msgid ""
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1562,13 +1686,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1580,14 +1710,14 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1605,150 +1735,162 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 msgid "To amount"
 msgstr ""
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1871,8 +2013,8 @@ msgid "Item deleted successfully"
 msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1916,34 +2058,34 @@ msgstr ""
 msgid "Attachment deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 msgid "Transfer updated successfully"
 msgstr ""
 
@@ -2253,6 +2395,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2275,6 +2418,9 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2324,6 +2470,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2357,6 +2504,7 @@ msgstr ""
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2406,6 +2554,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2454,6 +2603,7 @@ msgid "Add account"
 msgstr ""
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr ""
 
@@ -2755,6 +2905,8 @@ msgid "Add DCA strategy"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr ""
 
@@ -2936,7 +3088,7 @@ msgstr ""
 msgid "No services configured"
 msgstr ""
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr ""
 
@@ -3107,52 +3259,61 @@ msgstr ""
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/sidebar.html:118
-msgid "Dollar Cost Average Tracker"
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+msgid "Investments"
 msgstr ""
 
 #: templates/includes/sidebar.html:124
+msgid "Dollar Cost Average Tracker"
+msgstr ""
+
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr ""
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 msgid "Simulator"
 msgstr ""
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr ""
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr ""
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr ""
 
@@ -3219,6 +3380,7 @@ msgstr ""
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr ""
@@ -3414,6 +3576,275 @@ msgstr ""
 msgid "No installment plans"
 msgstr ""
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+msgid "Target"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+msgid "Invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+msgid "Currency effect"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:24
+msgid "Value and invested"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+msgid "Nothing to chart yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+msgid "Update value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+msgid "In"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+msgid "currency effect"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+msgid "Price"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+msgid "Earnings"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+msgid "Buy"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+msgid "Unrealized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+msgid "Movements"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "No movements yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Salio Mpya"
+
+#: templates/investments/fragments/list.html:105
+msgid "No investments yet"
+msgstr ""
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr ""
@@ -3617,11 +4048,6 @@ msgstr ""
 msgid "Order by"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr ""
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
diff --git a/app/locale/uk/LC_MESSAGES/django.po b/app/locale/uk/LC_MESSAGES/django.po
index 186acf5e..749f3070 100644
--- a/app/locale/uk/LC_MESSAGES/django.po
+++ b/app/locale/uk/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2025-11-01 01:17+0000\n"
 "Last-Translator: mlystopad <mlystopadt@gmail.com>\n"
 "Language-Team: Ukrainian <https://translations.herculino.com/projects/"
@@ -20,73 +20,80 @@ msgstr ""
 "n%10<=4 && (n%100<10 || n%100>=20) ? 1 : 2;\n"
 "X-Generator: Weblate 5.14\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "Назва групи"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "Оновлення"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "Додати"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "Група"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "Новий баланс"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Категорія"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -95,27 +102,27 @@ msgstr "Категорія"
 msgid "Tags"
 msgstr "Мітки"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 #, fuzzy
 #| msgid "Transactions"
 msgid "All paid transactions"
 msgstr "Транзакції"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 #, fuzzy
 #| msgid "Update"
 msgid "Up to date"
 msgstr "Оновлення"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 msgid "Up to reference month"
 msgstr ""
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 msgid "Balance against"
 msgstr ""
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -126,14 +133,15 @@ msgstr ""
 msgid "Date"
 msgstr "Дата"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 msgid "Reference month"
 msgstr ""
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -142,6 +150,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -150,44 +159,127 @@ msgstr ""
 msgid "Name"
 msgstr "Ім'я"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "Група рахунків"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "Групи рахунків"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "Валюта"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "Валюта обміну"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "Валюта за замовчуванням для обмінних розрахунків"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 #, fuzzy
 msgid "Asset account"
 msgstr "Рахунок активу"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr ""
 "Рахунки активів враховуються у вашій чистій вартості, але не у вашому місяці."
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+msgid "Investment"
+msgstr ""
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "Income Transaction"
+msgid "Income entities"
+msgstr "Дохідна транзакція"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "Categories"
+msgid "Income categories"
+msgstr "Категорії"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income Transaction"
+msgid "Income tags"
+msgstr "Дохідна транзакція"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -196,19 +288,19 @@ msgstr ""
 msgid "Archived"
 msgstr "Архівовано"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr ""
 "Заархівовані рахунки не відображаються і не враховуються у вашій чистій "
 "вартості"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -216,17 +308,17 @@ msgstr ""
 msgid "Account"
 msgstr "Рахунок"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Рахунки"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr "Валюта обміну не може збігатися з основною валютою рахунку."
 
@@ -318,7 +410,7 @@ msgstr "Об'єкт з таким ідентифікатором не існує
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Невірні дані про об'єкт. Вкажіть ідентифікатор або ім'я."
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -340,13 +432,14 @@ msgstr "Private"
 msgid "Shared with users"
 msgstr "Поділитися з користувачами"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "Помилка створення нового екземпляра"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "Не згруповані"
 
@@ -500,6 +593,7 @@ msgid "Today"
 msgstr "Сьогодні"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "Зараз"
 
@@ -549,10 +643,10 @@ msgid "Decimal Places"
 msgstr "Десяткові знаки"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -584,9 +678,9 @@ msgid "Auto"
 msgstr "Авто"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "Обмінні курси"
 
@@ -681,32 +775,43 @@ msgstr ""
 #: apps/currencies/models.py:171
 #, fuzzy
 #| msgid "Exchange Rate"
-msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr "Обмінний курс"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
 msgstr ""
-"Створіть один курс обміну та оновлюйте його постійно. Це запобігає "
-"засміченню бази даних."
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "Обмінні курси"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr "Сервіс Курсів Обміну"
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr "Сервіси Курсів Обміну"
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "Інтервал типу «Кожні X годин» потребує додатнього цілого числа."
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "Інтервал типу «Кожні X годин» повинен бути між 1 та 24."
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -714,7 +819,7 @@ msgstr ""
 "Неправильний формат годин. Використовуйте години, розділені комами (0–23) та/"
 "або діапазони (наприклад, '1-5,8,10-12')."
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -796,11 +901,11 @@ msgid "You must provide an account."
 msgstr "Необхідно вказати рахунок."
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr "Рахунки «З» та «На» повинні бути різними."
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr ""
@@ -816,8 +921,8 @@ msgstr "Валюта платежу"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "Примітки"
 
@@ -825,7 +930,7 @@ msgstr "Примітки"
 msgid "DCA Strategy"
 msgstr ""
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr ""
 
@@ -845,7 +950,7 @@ msgstr "Отримана Сума"
 msgid "DCA Entry"
 msgstr ""
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr ""
 
@@ -873,25 +978,25 @@ msgstr "Запис успішно оновлено"
 msgid "Entry deleted successfully"
 msgstr "Запис успішно видалено"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "Користувачі"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Транзакції"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -899,16 +1004,16 @@ msgstr "Транзакції"
 msgid "Categories"
 msgstr "Категорії"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -916,28 +1021,28 @@ msgstr "Категорії"
 msgid "Entities"
 msgstr ""
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Регулярні транзакції"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Плани Розстрочки"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "Автоматичні Курси Обміну"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Правила"
@@ -946,57 +1051,57 @@ msgstr "Правила"
 msgid "DCA"
 msgstr ""
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "Імпортувати Профілі"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "Експортувати"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "Імпортувати ZIP-файл, експортований із WYGIWYH"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "ZIP-Файл"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "Правила транзакцій"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr ""
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr ""
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "Відновити"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Будь ласка, завантажте або ZIP-файл, або принаймні один CSV-файл"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "Ви повинні обрати принаймні один експорт"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "Дані успішно відновлено"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -1009,7 +1114,7 @@ msgstr "Оберіть файл"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "Імпортувати"
 
@@ -1144,7 +1249,7 @@ msgstr "Мітки"
 msgid "Untagged"
 msgstr ""
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
@@ -1165,6 +1270,32 @@ msgstr ""
 msgid "No entities"
 msgstr ""
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Account added successfully"
+msgid "Asset class added successfully"
+msgstr "Рахунок додано успішно"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Account updated successfully"
+msgid "Asset class updated successfully"
+msgstr "Рахунок успішно оновлено"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Account deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "Рахунок успішно видалено"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1218,8 +1349,8 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr ""
@@ -1227,7 +1358,7 @@ msgstr ""
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1238,14 +1369,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1257,27 +1388,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr ""
 
@@ -1290,7 +1421,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr ""
 
@@ -1326,7 +1457,12 @@ msgstr ""
 msgid "Field"
 msgstr ""
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr ""
 
@@ -1510,7 +1646,7 @@ msgid "Upload"
 msgstr ""
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "To Account"
 msgid "To account"
@@ -1528,8 +1664,8 @@ msgstr ""
 msgid "To Amount"
 msgstr ""
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1589,8 +1725,8 @@ msgid ""
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1598,13 +1734,19 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1616,14 +1758,14 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1643,160 +1785,172 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 #, fuzzy
 #| msgid "ZIP File"
 msgid "File"
 msgstr "ZIP-Файл"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 #, fuzzy
 #| msgid "Interval Type"
 msgid "Content Type"
 msgstr "Тип інтервалу"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 #, fuzzy
 #| msgid "Transaction rules"
 msgid "Transaction Attachment"
 msgstr "Правила транзакцій"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 #, fuzzy
 #| msgid "Transaction rules"
 msgid "Transaction Attachments"
 msgstr "Правила транзакцій"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 #, fuzzy
 #| msgid "To Account"
 msgid "To amount"
 msgstr "На рахунок"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1927,8 +2081,8 @@ msgid "Item deleted successfully"
 msgstr "Рахунок успішно видалено"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1976,34 +2130,34 @@ msgstr "Рахунок успішно оновлено"
 msgid "Attachment deleted successfully"
 msgstr "Рахунок успішно видалено"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 #, fuzzy
 #| msgid "Entry updated successfully"
 msgid "Transfer updated successfully"
@@ -2330,6 +2484,7 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2352,6 +2507,9 @@ msgstr ""
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2401,6 +2559,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2434,6 +2593,7 @@ msgstr ""
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2483,6 +2643,7 @@ msgstr ""
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2531,6 +2692,7 @@ msgid "Add account"
 msgstr ""
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr ""
 
@@ -2832,6 +2994,8 @@ msgid "Add DCA strategy"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr ""
 
@@ -3014,7 +3178,7 @@ msgstr ""
 msgid "No services configured"
 msgstr ""
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr ""
 
@@ -3185,52 +3349,63 @@ msgstr ""
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installment Plans"
+msgid "Investments"
+msgstr "Плани Розстрочки"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr ""
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr ""
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 msgid "Simulator"
 msgstr ""
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr ""
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr ""
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr ""
 
@@ -3297,6 +3472,7 @@ msgstr ""
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr ""
@@ -3498,6 +3674,285 @@ msgstr ""
 msgid "No installment plans"
 msgstr ""
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+msgid "Target"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+msgid "Invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "Код валюти"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:24
+msgid "Value and invested"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+msgid "Nothing to chart yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Update"
+msgid "Update value"
+msgstr "Оновлення"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "Info"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "Код валюти"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+msgid "Price"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "Попередження"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+msgid "Buy"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+msgid "Unrealized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+msgid "Movements"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "No movements yet"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "Новий баланс"
+
+#: templates/investments/fragments/list.html:105
+msgid "No investments yet"
+msgstr ""
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr ""
@@ -3711,11 +4166,6 @@ msgstr ""
 msgid "Order by"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr ""
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
@@ -4169,3 +4619,9 @@ msgstr "Увiйти за допомогою"
 #: templates/yearly_overview/pages/yearly_overview_base.html:6
 msgid "Yearly Overview"
 msgstr ""
+
+#~ msgid ""
+#~ "Create one exchange rate and keep updating it. Avoids database clutter."
+#~ msgstr ""
+#~ "Створіть один курс обміну та оновлюйте його постійно. Це запобігає "
+#~ "засміченню бази даних."
diff --git a/app/locale/zh_Hant/LC_MESSAGES/django.po b/app/locale/zh_Hant/LC_MESSAGES/django.po
index 751e6189..90aeda74 100644
--- a/app/locale/zh_Hant/LC_MESSAGES/django.po
+++ b/app/locale/zh_Hant/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-11-08 13:19+0000\n"
+"POT-Creation-Date: 2026-11-08 18:27+0000\n"
 "PO-Revision-Date: 2025-10-08 16:17+0000\n"
 "Last-Translator: doody <doodykimo@gmail.com>\n"
 "Language-Team: Chinese (Traditional Han script) <https://"
@@ -19,73 +19,80 @@ msgstr ""
 "Plural-Forms: nplurals=1; plural=0;\n"
 "X-Generator: Weblate 5.13.3\n"
 
-#: apps/accounts/forms.py:28
+#: apps/accounts/forms.py:33
 msgid "Group name"
 msgstr "群組名稱"
 
-#: apps/accounts/forms.py:43 apps/accounts/forms.py:109
-#: apps/currencies/forms.py:57 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:166 apps/dca/forms.py:46 apps/dca/forms.py:192
-#: apps/import_app/forms.py:32 apps/rules/forms.py:60 apps/rules/forms.py:100
-#: apps/rules/forms.py:385 apps/transactions/forms.py:219
-#: apps/transactions/forms.py:452 apps/transactions/forms.py:571
-#: apps/transactions/forms.py:718 apps/transactions/forms.py:940
-#: apps/transactions/forms.py:987 apps/transactions/forms.py:1015
-#: apps/transactions/forms.py:1046 apps/transactions/forms.py:1208
-#: apps/users/forms.py:264 apps/users/forms.py:422
+#: apps/accounts/forms.py:48 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:184 apps/currencies/forms.py:57
+#: apps/currencies/forms.py:91 apps/currencies/forms.py:168
+#: apps/dca/forms.py:46 apps/dca/forms.py:192 apps/import_app/forms.py:32
+#: apps/rules/forms.py:60 apps/rules/forms.py:100 apps/rules/forms.py:385
+#: apps/transactions/forms.py:219 apps/transactions/forms.py:452
+#: apps/transactions/forms.py:571 apps/transactions/forms.py:718
+#: apps/transactions/forms.py:940 apps/transactions/forms.py:987
+#: apps/transactions/forms.py:1015 apps/transactions/forms.py:1046
+#: apps/transactions/forms.py:1208 apps/users/forms.py:264
+#: apps/users/forms.py:422
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
 msgstr "更新"
 
-#: apps/accounts/forms.py:49 apps/accounts/forms.py:115
-#: apps/common/widgets/tom_select.py:15 apps/currencies/forms.py:63
-#: apps/currencies/forms.py:97 apps/currencies/forms.py:172
-#: apps/dca/forms.py:52 apps/dca/forms.py:198 apps/import_app/forms.py:38
-#: apps/rules/forms.py:66 apps/rules/forms.py:106 apps/rules/forms.py:391
-#: apps/transactions/forms.py:206 apps/transactions/forms.py:226
-#: apps/transactions/forms.py:459 apps/transactions/forms.py:946
-#: apps/transactions/forms.py:993 apps/transactions/forms.py:1021
-#: apps/transactions/forms.py:1052 apps/transactions/forms.py:1214
-#: apps/users/forms.py:270 apps/users/forms.py:428
-#: templates/mini_tools/simulator.html:177
+#: apps/accounts/forms.py:54 apps/accounts/forms.py:76
+#: apps/accounts/forms.py:190 apps/common/widgets/tom_select.py:15
+#: apps/currencies/forms.py:63 apps/currencies/forms.py:97
+#: apps/currencies/forms.py:174 apps/dca/forms.py:52 apps/dca/forms.py:198
+#: apps/import_app/forms.py:38 apps/rules/forms.py:66 apps/rules/forms.py:106
+#: apps/rules/forms.py:391 apps/transactions/forms.py:206
+#: apps/transactions/forms.py:226 apps/transactions/forms.py:459
+#: apps/transactions/forms.py:946 apps/transactions/forms.py:993
+#: apps/transactions/forms.py:1021 apps/transactions/forms.py:1052
+#: apps/transactions/forms.py:1214 apps/users/forms.py:270
+#: apps/users/forms.py:428 templates/mini_tools/simulator.html:177
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr "新增"
 
-#: apps/accounts/forms.py:57 templates/accounts/fragments/list.html:23
+#: apps/accounts/forms.py:86 templates/accounts/fragments/list.html:23
 msgid "Group"
 msgstr "群組"
 
-#: apps/accounts/forms.py:123
+#: apps/accounts/forms.py:93 apps/accounts/models.py:73
+#: apps/accounts/models.py:130
+#: templates/investments/fragments/rebalance.html:22
+msgid "Asset class"
+msgstr ""
+
+#: apps/accounts/forms.py:198
 msgid "New balance"
 msgstr "新的餘額"
 
-#: apps/accounts/forms.py:129 apps/dca/forms.py:79 apps/dca/forms.py:86
+#: apps/accounts/forms.py:204 apps/dca/forms.py:79 apps/dca/forms.py:86
 #: apps/insights/forms.py:117 apps/insights/views.py:44 apps/rules/forms.py:181
 #: apps/rules/forms.py:197 apps/rules/models.py:44 apps/rules/models.py:311
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:330
 #: apps/transactions/forms.py:510 apps/transactions/forms.py:607
 #: apps/transactions/forms.py:614 apps/transactions/forms.py:823
 #: apps/transactions/forms.py:1075 apps/transactions/models.py:357
-#: apps/transactions/models.py:743 apps/transactions/models.py:999
-#: apps/transactions/models.py:1306
+#: apps/transactions/models.py:767 apps/transactions/models.py:1023
+#: apps/transactions/models.py:1330
 #: templates/insights/fragments/month_by_month.html:84
 #: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "分類"
 
-#: apps/accounts/forms.py:136 apps/dca/forms.py:95 apps/dca/forms.py:103
-#: apps/export_app/forms.py:43 apps/export_app/forms.py:132
+#: apps/accounts/forms.py:211 apps/dca/forms.py:95 apps/dca/forms.py:103
+#: apps/export_app/forms.py:43 apps/export_app/forms.py:134
 #: apps/insights/views.py:50 apps/rules/forms.py:184 apps/rules/forms.py:194
 #: apps/rules/models.py:45 apps/rules/models.py:315
 #: apps/transactions/filters.py:79 apps/transactions/forms.py:70
 #: apps/transactions/forms.py:338 apps/transactions/forms.py:518
 #: apps/transactions/forms.py:623 apps/transactions/forms.py:631
 #: apps/transactions/forms.py:816 apps/transactions/forms.py:1068
-#: apps/transactions/models.py:363 apps/transactions/models.py:745
-#: apps/transactions/models.py:1003 apps/transactions/models.py:1312
-#: templates/includes/sidebar.html:156
+#: apps/transactions/models.py:363 apps/transactions/models.py:769
+#: apps/transactions/models.py:1027 apps/transactions/models.py:1336
+#: templates/includes/sidebar.html:162
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
 #: templates/insights/fragments/year_by_year.html:24
@@ -94,31 +101,31 @@ msgstr "分類"
 msgid "Tags"
 msgstr "標籤"
 
-#: apps/accounts/forms.py:179
+#: apps/accounts/forms.py:254
 #, fuzzy
 #| msgid "All Transactions"
 msgid "All paid transactions"
 msgstr "全部的交易"
 
-#: apps/accounts/forms.py:180
+#: apps/accounts/forms.py:255
 #, fuzzy
 #| msgid "Update"
 msgid "Up to date"
 msgstr "更新"
 
-#: apps/accounts/forms.py:181
+#: apps/accounts/forms.py:256
 #, fuzzy
 #| msgid "Move to next month"
 msgid "Up to reference month"
 msgstr "移動到下個月"
 
-#: apps/accounts/forms.py:185
+#: apps/accounts/forms.py:260
 #, fuzzy
 #| msgid "Balance"
 msgid "Balance against"
 msgstr "餘額"
 
-#: apps/accounts/forms.py:189 apps/currencies/forms.py:70
+#: apps/accounts/forms.py:264 apps/currencies/forms.py:70
 #: apps/dca/models.py:158 apps/rules/forms.py:176 apps/rules/forms.py:190
 #: apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:86 apps/transactions/forms.py:482
@@ -129,16 +136,17 @@ msgstr "餘額"
 msgid "Date"
 msgstr "日期"
 
-#: apps/accounts/forms.py:194
+#: apps/accounts/forms.py:269
 #, fuzzy
 #| msgid "Reference Date"
 msgid "Reference month"
 msgstr "起算日"
 
-#: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
+#: apps/accounts/models.py:19 apps/accounts/models.py:36
+#: apps/accounts/models.py:84 apps/dca/models.py:13
 #: apps/import_app/models.py:20 apps/rules/models.py:13
 #: apps/transactions/models.py:249 apps/transactions/models.py:274
-#: apps/transactions/models.py:298 apps/transactions/models.py:1274
+#: apps/transactions/models.py:298 apps/transactions/models.py:1298
 #: apps/users/models.py:577 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -147,6 +155,7 @@ msgstr "起算日"
 #: templates/exchange_rates_services/fragments/list.html:28
 #: templates/import_app/fragments/profiles/list.html:34
 #: templates/installment_plans/fragments/table.html:16
+#: templates/investment_classes/fragments/list.html:27
 #: templates/quick_transactions/fragments/list.html:13
 #: templates/recurring_transactions/fragments/table.html:18
 #: templates/rules/fragments/list.html:24
@@ -155,42 +164,127 @@ msgstr "起算日"
 msgid "Name"
 msgstr "名稱"
 
-#: apps/accounts/models.py:18 apps/accounts/models.py:33
+#: apps/accounts/models.py:25 apps/accounts/models.py:88
 msgid "Account Group"
 msgstr "帳戶組"
 
-#: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:9
+#: apps/accounts/models.py:26 templates/account_groups/fragments/list.html:9
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/sidebar.html:176
+#: templates/includes/sidebar.html:182
 msgid "Account Groups"
 msgstr "帳戶組"
 
-#: apps/accounts/models.py:39 apps/currencies/models.py:44
+#: apps/accounts/models.py:43
+msgid "Target allocation (%)"
+msgstr ""
+
+#: apps/accounts/models.py:45
+msgid ""
+"Share of your investments you want in this class. Leave it empty to leave "
+"the class out of the targets."
+msgstr ""
+
+#: apps/accounts/models.py:61
+msgid "You already have an asset class with this name."
+msgstr ""
+
+#: apps/accounts/models.py:66
+#, python-format
+msgid ""
+"Targets can't add up to more than 100%%. Other classes already take "
+"%(taken)s%%."
+msgstr ""
+
+#: apps/accounts/models.py:74 apps/export_app/forms.py:131
+#: templates/includes/sidebar.html:190
+#: templates/investment_classes/fragments/list.html:9
+#: templates/investment_classes/pages/index.html:4
+#: templates/investments/fragments/rebalance.html:6
+#: templates/investments/fragments/rebalance.html:11
+msgid "Asset classes"
+msgstr ""
+
+#: apps/accounts/models.py:94 apps/currencies/models.py:44
 #: templates/accounts/fragments/list.html:24
 #: templates/mini_tools/simulator.html:37
 #: templates/yearly_overview/pages/yearly_overview_base.html:19
 msgid "Currency"
 msgstr "貨幣"
 
-#: apps/accounts/models.py:45 apps/currencies/models.py:27
+#: apps/accounts/models.py:100 apps/currencies/models.py:27
 #: templates/accounts/fragments/list.html:25
 msgid "Exchange Currency"
 msgstr "貨幣換算"
 
-#: apps/accounts/models.py:50 apps/currencies/models.py:32
+#: apps/accounts/models.py:105 apps/currencies/models.py:32
 msgid "Default currency for exchange calculations"
 msgstr "預設的目標換算貨幣"
 
-#: apps/accounts/models.py:55
+#: apps/accounts/models.py:110
 msgid "Asset account"
 msgstr "資產帳戶"
 
-#: apps/accounts/models.py:57
+#: apps/accounts/models.py:112
 msgid ""
 "Asset accounts count towards your Net Worth, but not towards your month."
 msgstr "只有淨資產會將資產帳戶列入計算，但是不會計算在每個月的收支內。"
 
-#: apps/accounts/models.py:62 apps/currencies/models.py:37
+#: apps/accounts/models.py:117 templates/investments/fragments/list.html:46
+#, fuzzy
+#| msgid "Installment"
+msgid "Investment"
+msgstr "分期付款"
+
+#: apps/accounts/models.py:119
+msgid ""
+"Show this account in the Investments tracker. Set an exchange currency to "
+"price it by units (stocks, ETFs, crypto); leave it empty to track it by "
+"value (fixed income, property, pensions)."
+msgstr ""
+
+#: apps/accounts/models.py:132
+msgid ""
+"Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real "
+"estate."
+msgstr ""
+
+#: apps/accounts/models.py:140
+#, fuzzy
+#| msgid "No entities"
+msgid "Income entities"
+msgstr "沒有投入項目"
+
+#: apps/accounts/models.py:142
+msgid ""
+"Transactions with any of these entities count towards this investment's "
+"return: in this account, and income paid into other accounts (dividends, "
+"rent)."
+msgstr ""
+
+#: apps/accounts/models.py:151
+#, fuzzy
+#| msgid "No categories"
+msgid "Income categories"
+msgstr "沒有分類"
+
+#: apps/accounts/models.py:153
+msgid ""
+"Transactions in this account with any of these categories are its result "
+"(interest, taxes, fees). On accounts tracked by value, everything else that "
+"isn't a transfer counts as money coming in or going out."
+msgstr ""
+
+#: apps/accounts/models.py:162
+#, fuzzy
+#| msgid "Income"
+msgid "Income tags"
+msgstr "收入"
+
+#: apps/accounts/models.py:164
+msgid "Same as income categories, for transactions with any of these tags."
+msgstr ""
+
+#: apps/accounts/models.py:169 apps/currencies/models.py:37
 #: templates/accounts/fragments/list.html:27
 #: templates/categories/fragments/list.html:20
 #: templates/currencies/fragments/list.html:24
@@ -199,17 +293,17 @@ msgstr "只有淨資產會將資產帳戶列入計算，但是不會計算在每
 msgid "Archived"
 msgstr "封存"
 
-#: apps/accounts/models.py:63
+#: apps/accounts/models.py:170
 msgid "Archived accounts don't show up nor count towards your net worth"
 msgstr "封存的帳戶不會在淨資產中被計算或顯示"
 
-#: apps/accounts/models.py:75 apps/rules/forms.py:173 apps/rules/forms.py:187
+#: apps/accounts/models.py:182 apps/rules/forms.py:173 apps/rules/forms.py:187
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:82 apps/transactions/forms.py:350
 #: apps/transactions/forms.py:477 apps/transactions/forms.py:808
 #: apps/transactions/forms.py:1060 apps/transactions/models.py:329
-#: apps/transactions/models.py:703 apps/transactions/models.py:981
-#: apps/transactions/models.py:1280
+#: apps/transactions/models.py:727 apps/transactions/models.py:1005
+#: apps/transactions/models.py:1304
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -217,17 +311,17 @@ msgstr "封存的帳戶不會在淨資產中被計算或顯示"
 msgid "Account"
 msgstr "帳戶"
 
-#: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/accounts/models.py:183 apps/export_app/forms.py:19
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
-#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:168
-#: templates/includes/sidebar.html:170
+#: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:174
+#: templates/includes/sidebar.html:176
 #: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "帳戶"
 
-#: apps/accounts/models.py:93
+#: apps/accounts/models.py:200
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr "目標貨幣不能跟原始貨幣相同。"
 
@@ -319,7 +413,7 @@ msgstr "這個ID的實體不存在。"
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "無效的實體資訊，請提供ID或名稱。"
 
-#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:953
+#: apps/api/serializers/transactions.py:141 apps/transactions/models.py:977
 msgid "This field is required."
 msgstr ""
 
@@ -339,13 +433,14 @@ msgstr "變更為私人"
 msgid "Shared with users"
 msgstr "與使用者分享"
 
-#: apps/common/fields/forms/dynamic_select.py:71
-#: apps/common/fields/forms/dynamic_select.py:142
+#: apps/common/fields/forms/dynamic_select.py:79
+#: apps/common/fields/forms/dynamic_select.py:150
 msgid "Error creating new instance"
 msgstr "無法建立新的物件"
 
 #: apps/common/fields/forms/grouped_select.py:24
 #: apps/common/widgets/tom_select.py:94 apps/common/widgets/tom_select.py:97
+#: templates/investments/fragments/list.html:26
 msgid "Ungrouped"
 msgstr "未分組"
 
@@ -486,6 +581,7 @@ msgid "Today"
 msgstr "今天"
 
 #: apps/common/widgets/datepicker.py:142
+#: templates/investments/fragments/rebalance.html:24
 msgid "Now"
 msgstr "現在"
 
@@ -535,10 +631,10 @@ msgid "Decimal Places"
 msgstr "小數點後位數"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:132 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
-#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:182
-#: templates/includes/sidebar.html:184
+#: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:198
 #: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
@@ -570,9 +666,9 @@ msgid "Auto"
 msgstr "自動"
 
 #: apps/currencies/models.py:82 apps/export_app/forms.py:67
-#: apps/export_app/forms.py:142 templates/exchange_rates/fragments/list.html:10
+#: apps/export_app/forms.py:144 templates/exchange_rates/fragments/list.html:10
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/sidebar.html:190
+#: templates/includes/sidebar.html:204
 msgid "Exchange Rates"
 msgstr "換算匯率"
 
@@ -663,30 +759,45 @@ msgid ""
 msgstr "選擇自動擷取匯率的帳戶，帳戶會根據設定的匯兌貨幣取得匯率資訊。"
 
 #: apps/currencies/models.py:171
-msgid "Single exchange rate"
+#, fuzzy
+#| msgid "Single exchange rate"
+msgid "One exchange rate per day"
 msgstr "保留單一匯率資訊"
 
 #: apps/currencies/models.py:174
-msgid "Create one exchange rate and keep updating it. Avoids database clutter."
-msgstr "只建立一筆匯率資訊並且持續更新，防止資料庫無限擴張。"
+msgid ""
+"Update the day's exchange rate on each fetch instead of adding a new one."
+msgstr ""
 
-#: apps/currencies/models.py:179
+#: apps/currencies/models.py:178
+#, fuzzy
+#| msgid "Exchange Rates"
+msgid "Exchange rates to keep"
+msgstr "換算匯率"
+
+#: apps/currencies/models.py:183
+msgid ""
+"Keep at most this many automatic exchange rates per currency pair, deleting "
+"the oldest first. Leave empty to keep all."
+msgstr ""
+
+#: apps/currencies/models.py:188
 msgid "Exchange Rate Service"
 msgstr "匯率資訊服務"
 
-#: apps/currencies/models.py:180
+#: apps/currencies/models.py:189
 msgid "Exchange Rate Services"
 msgstr "匯率資訊服務"
 
-#: apps/currencies/models.py:234
+#: apps/currencies/models.py:243
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "「每X小時」需要提供正整數。"
 
-#: apps/currencies/models.py:243
+#: apps/currencies/models.py:252
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "「每X小時」需要介於1到24之間。"
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:266
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -694,7 +805,7 @@ msgstr ""
 "錯誤的小時格式，請使用逗號設定多個小時（0~23）或著設定範圍（例"
 "如：'1-5,10-12'）。"
 
-#: apps/currencies/models.py:268
+#: apps/currencies/models.py:277
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -774,11 +885,11 @@ msgid "You must provide an account."
 msgstr "務必選擇一個帳戶。"
 
 #: apps/dca/forms.py:277 apps/transactions/forms.py:752
-#: apps/transactions/models.py:956
+#: apps/transactions/models.py:980
 msgid "From and To accounts must be different."
 msgstr "來源跟目標帳戶不得相同。"
 
-#: apps/dca/forms.py:291
+#: apps/dca/forms.py:299
 #, python-format
 msgid "DCA for %(strategy_name)s"
 msgstr "%(strategy_name)s的定期定額"
@@ -794,8 +905,8 @@ msgstr "交易貨幣"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:504 apps/transactions/forms.py:651
-#: apps/transactions/models.py:353 apps/transactions/models.py:752
-#: apps/transactions/models.py:1009 apps/transactions/models.py:1302
+#: apps/transactions/models.py:353 apps/transactions/models.py:776
+#: apps/transactions/models.py:1033 apps/transactions/models.py:1326
 msgid "Notes"
 msgstr "備註"
 
@@ -803,7 +914,7 @@ msgstr "備註"
 msgid "DCA Strategy"
 msgstr "定期定額策略"
 
-#: apps/dca/models.py:35 apps/export_app/forms.py:150
+#: apps/dca/models.py:35 apps/export_app/forms.py:152
 msgid "DCA Strategies"
 msgstr "定期定額策略"
 
@@ -823,7 +934,7 @@ msgstr "收款總額"
 msgid "DCA Entry"
 msgstr "定期定額投入"
 
-#: apps/dca/models.py:187 apps/export_app/forms.py:151
+#: apps/dca/models.py:187 apps/export_app/forms.py:153
 msgid "DCA Entries"
 msgstr "定期定額投入"
 
@@ -851,25 +962,25 @@ msgstr "成功更新投入"
 msgid "Entry deleted successfully"
 msgstr "成功刪除投入"
 
-#: apps/export_app/forms.py:13 apps/export_app/forms.py:128
-#: templates/includes/sidebar.html:227 templates/users/fragments/list.html:10
+#: apps/export_app/forms.py:13 apps/export_app/forms.py:129
+#: templates/includes/sidebar.html:241 templates/users/fragments/list.html:10
 #: templates/users/pages/index.html:4
 msgid "Users"
 msgstr "使用者"
 
-#: apps/export_app/forms.py:31 apps/export_app/forms.py:134
+#: apps/export_app/forms.py:31 apps/export_app/forms.py:136
 #: apps/transactions/models.py:422 templates/includes/sidebar.html:81
-#: templates/includes/sidebar.html:148
+#: templates/includes/sidebar.html:154
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "交易"
 
-#: apps/export_app/forms.py:37 apps/export_app/forms.py:131
+#: apps/export_app/forms.py:37 apps/export_app/forms.py:133
 #: apps/insights/views.py:43 apps/transactions/filters.py:74
 #: templates/categories/fragments/list.html:9
-#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:150
+#: templates/categories/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
 #: templates/insights/fragments/year_by_year.html:13
@@ -877,16 +988,16 @@ msgstr "交易"
 msgid "Categories"
 msgstr "類別"
 
-#: apps/export_app/forms.py:49 apps/export_app/forms.py:133
+#: apps/export_app/forms.py:49 apps/export_app/forms.py:135
 #: apps/insights/views.py:57 apps/rules/forms.py:185 apps/rules/forms.py:195
 #: apps/rules/models.py:46 apps/rules/models.py:307
 #: apps/transactions/filters.py:84 apps/transactions/forms.py:78
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:526
 #: apps/transactions/forms.py:831 apps/transactions/forms.py:1083
 #: apps/transactions/models.py:312 apps/transactions/models.py:368
-#: apps/transactions/models.py:748 apps/transactions/models.py:1006
-#: apps/transactions/models.py:1317 templates/entities/fragments/list.html:9
-#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:162
+#: apps/transactions/models.py:772 apps/transactions/models.py:1030
+#: apps/transactions/models.py:1341 templates/entities/fragments/list.html:9
+#: templates/entities/pages/index.html:4 templates/includes/sidebar.html:168
 #: templates/insights/fragments/month_by_month.html:40
 #: templates/insights/fragments/month_by_month.html:43
 #: templates/insights/fragments/year_by_year.html:35
@@ -894,28 +1005,28 @@ msgstr "類別"
 msgid "Entities"
 msgstr "實體"
 
-#: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:1046 templates/includes/sidebar.html:110
+#: apps/export_app/forms.py:55 apps/export_app/forms.py:139
+#: apps/transactions/models.py:1070 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "定期扣款交易"
 
-#: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:766 templates/includes/sidebar.html:104
+#: apps/export_app/forms.py:61 apps/export_app/forms.py:137
+#: apps/transactions/models.py:790 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "分期付款計劃"
 
-#: apps/export_app/forms.py:73 apps/export_app/forms.py:140
+#: apps/export_app/forms.py:73 apps/export_app/forms.py:142
 #: templates/exchange_rates_services/fragments/list.html:10
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/sidebar.html:218
+#: templates/includes/sidebar.html:232
 msgid "Automatic Exchange Rates"
 msgstr "自動匯率換算"
 
-#: apps/export_app/forms.py:79 templates/includes/sidebar.html:198
+#: apps/export_app/forms.py:79 templates/includes/sidebar.html:212
 #: templates/rules/fragments/list.html:9 templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "規則"
@@ -924,57 +1035,57 @@ msgstr "規則"
 msgid "DCA"
 msgstr "定期定額"
 
-#: apps/export_app/forms.py:91 apps/export_app/forms.py:152
+#: apps/export_app/forms.py:91 apps/export_app/forms.py:154
 #: templates/import_app/fragments/profiles/list.html:21
 #: templates/import_app/pages/profiles_index.html:4
 msgid "Import Profiles"
 msgstr "匯入設定"
 
-#: apps/export_app/forms.py:117 templates/export_app/fragments/export.html:5
+#: apps/export_app/forms.py:118 templates/export_app/fragments/export.html:5
 #: templates/export_app/pages/index.html:13
 msgid "Export"
 msgstr "匯出"
 
-#: apps/export_app/forms.py:125
+#: apps/export_app/forms.py:126
 msgid "Import a ZIP file exported from WYGIWYH"
 msgstr "匯入一個由WYGIWYH會出的ZIP檔"
 
-#: apps/export_app/forms.py:126
+#: apps/export_app/forms.py:127
 msgid "ZIP File"
 msgstr "ZIP檔"
 
-#: apps/export_app/forms.py:143 apps/rules/models.py:27
+#: apps/export_app/forms.py:145 apps/rules/models.py:27
 msgid "Transaction rules"
 msgstr "交易規則"
 
-#: apps/export_app/forms.py:145 apps/rules/models.py:68
+#: apps/export_app/forms.py:147 apps/rules/models.py:68
 msgid "Edit transaction action"
 msgstr "編輯交易規則"
 
-#: apps/export_app/forms.py:148 apps/rules/models.py:327
+#: apps/export_app/forms.py:150 apps/rules/models.py:327
 msgid "Update or create transaction actions"
 msgstr "更新或建立交易規則"
 
-#: apps/export_app/forms.py:181 templates/cotton/transaction/item.html:341
+#: apps/export_app/forms.py:183 templates/cotton/transaction/item.html:341
 #: templates/cotton/ui/deleted_transactions_action_bar.html:53
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:19
 msgid "Restore"
 msgstr "還原"
 
-#: apps/export_app/forms.py:191
+#: apps/export_app/forms.py:193
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "請上傳一個ZIP檔或著至少一個CSV檔"
 
-#: apps/export_app/views.py:177
+#: apps/export_app/views.py:183
 msgid "You have to select at least one export"
 msgstr "你需要選擇至少一個項目來匯出"
 
-#: apps/export_app/views.py:197
+#: apps/export_app/views.py:203
 msgid "Data restored successfully"
 msgstr "成功還原資料"
 
-#: apps/export_app/views.py:209
+#: apps/export_app/views.py:215
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr "資料還原發生錯誤，請確認日誌檔。"
@@ -985,7 +1096,7 @@ msgstr "選擇一個檔案"
 
 #: apps/import_app/forms.py:55
 #: templates/import_app/fragments/profiles/list.html:75
-#: templates/includes/sidebar.html:204
+#: templates/includes/sidebar.html:218
 msgid "Import"
 msgstr "匯入"
 
@@ -1120,7 +1231,7 @@ msgstr "標籤"
 msgid "Untagged"
 msgstr "未標籤"
 
-#: apps/insights/views.py:53 apps/transactions/models.py:589
+#: apps/insights/views.py:53 apps/transactions/models.py:613
 #: templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "沒有標籤"
@@ -1141,6 +1252,32 @@ msgstr "無實體"
 msgid "No entities"
 msgstr "沒有投入項目"
 
+#: apps/investments/views.py:104
+msgid "Other"
+msgstr ""
+
+#: apps/investments/views.py:135
+msgid "Unclassified"
+msgstr ""
+
+#: apps/investments/views.py:267
+#, fuzzy
+#| msgid "Installment Plan added successfully"
+msgid "Asset class added successfully"
+msgstr "成功新增分期付款計劃"
+
+#: apps/investments/views.py:275
+#, fuzzy
+#| msgid "Tag updated successfully"
+msgid "Asset class updated successfully"
+msgstr "成功更新標籤"
+
+#: apps/investments/views.py:296
+#, fuzzy
+#| msgid "Tag deleted successfully"
+msgid "Asset class deleted successfully"
+msgstr "成功刪除標籤"
+
 #: apps/net_worth/views.py:137 templates/net_worth/net_worth.html:84
 #: templates/net_worth/net_worth.html:85
 msgid "Consolidated"
@@ -1194,8 +1331,8 @@ msgstr "運算子"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:468
-#: apps/transactions/models.py:336 apps/transactions/models.py:708
-#: apps/transactions/models.py:987 apps/transactions/models.py:1287
+#: apps/transactions/models.py:336 apps/transactions/models.py:732
+#: apps/transactions/models.py:1011 apps/transactions/models.py:1311
 #: templates/mini_tools/simulator.html:63
 msgid "Type"
 msgstr "種類"
@@ -1203,7 +1340,7 @@ msgstr "種類"
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:472 apps/transactions/models.py:338
-#: apps/transactions/models.py:1289 templates/cotton/transaction/item.html:23
+#: apps/transactions/models.py:1313 templates/cotton/transaction/item.html:23
 #: templates/cotton/transaction/item.html:34
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1214,14 +1351,14 @@ msgstr "已支付"
 #: apps/rules/models.py:283 apps/transactions/forms.py:90
 #: apps/transactions/forms.py:488 apps/transactions/forms.py:638
 #: apps/transactions/forms.py:837 apps/transactions/models.py:340
-#: apps/transactions/models.py:726 apps/transactions/models.py:1011
+#: apps/transactions/models.py:750 apps/transactions/models.py:1035
 msgid "Reference Date"
 msgstr "起算日"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:495
-#: apps/transactions/models.py:346 apps/transactions/models.py:992
-#: apps/transactions/models.py:1295
+#: apps/transactions/models.py:346 apps/transactions/models.py:1016
+#: apps/transactions/models.py:1319
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/mini_tools/simulator.html:70
@@ -1233,27 +1370,27 @@ msgstr "金額"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:499 apps/transactions/forms.py:642
-#: apps/transactions/models.py:351 apps/transactions/models.py:710
-#: apps/transactions/models.py:995 apps/transactions/models.py:1300
+#: apps/transactions/models.py:351 apps/transactions/models.py:734
+#: apps/transactions/models.py:1019 apps/transactions/models.py:1324
 msgid "Description"
 msgstr "描述"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:398
-#: apps/transactions/models.py:1322
+#: apps/transactions/models.py:1346
 msgid "Internal Note"
 msgstr "內部註記"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:400
-#: apps/transactions/models.py:1324
+#: apps/transactions/models.py:1348
 msgid "Internal ID"
 msgstr "內部ID"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:655
 #: apps/transactions/models.py:250 apps/transactions/models.py:341
-#: apps/transactions/models.py:1290
+#: apps/transactions/models.py:1314
 msgid "Mute"
 msgstr "靜音"
 
@@ -1266,7 +1403,7 @@ msgid "Set Values"
 msgstr "設定值"
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:421 apps/transactions/models.py:645
+#: apps/transactions/models.py:421 apps/transactions/models.py:669
 msgid "Transaction"
 msgstr "交易"
 
@@ -1302,7 +1439,12 @@ msgstr "規則"
 msgid "Field"
 msgstr "欄位"
 
-#: apps/rules/models.py:61
+#: apps/rules/models.py:61 templates/investments/fragments/charts.html:86
+#: templates/investments/fragments/detail.html:103
+#: templates/investments/fragments/detail.html:162
+#: templates/investments/fragments/list.html:48
+#: templates/investments/fragments/list.html:49
+#: templates/investments/fragments/rebalance.html:23
 msgid "Value"
 msgstr "值"
 
@@ -1488,7 +1630,7 @@ msgid "Upload"
 msgstr ""
 
 #: apps/transactions/forms.py:355 apps/transactions/forms.py:1089
-#: apps/transactions/models.py:925
+#: apps/transactions/models.py:949
 #, fuzzy
 #| msgid "To Account"
 msgid "To account"
@@ -1506,8 +1648,8 @@ msgstr "原始金額"
 msgid "To Amount"
 msgstr "目標金額"
 
-#: apps/transactions/forms.py:718 apps/transactions/models.py:970
-#: apps/transactions/models.py:1267 templates/cotton/transaction/item.html:52
+#: apps/transactions/forms.py:718 apps/transactions/models.py:994
+#: apps/transactions/models.py:1291 templates/cotton/transaction/item.html:52
 #: templates/cotton/transaction/item.html:60
 #: templates/cotton/ui/quick_transactions_buttons.html:40
 #: templates/cotton/ui/transactions_fab.html:44
@@ -1567,8 +1709,8 @@ msgid ""
 "transactions"
 msgstr "新增交易的時候無法選擇停用的實體"
 
-#: apps/transactions/models.py:323 apps/transactions/models.py:969
-#: apps/transactions/models.py:1266
+#: apps/transactions/models.py:323 apps/transactions/models.py:993
+#: apps/transactions/models.py:1290
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1576,13 +1718,19 @@ msgstr "新增交易的時候無法選擇停用的實體"
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/overview/_results.html:12
+#: templates/investments/fragments/_totals.html:21
+#: templates/investments/fragments/_totals.html:42
+#: templates/investments/fragments/detail.html:106
+#: templates/investments/fragments/detail.html:210
+#: templates/investments/fragments/detail.html:252
+#: templates/investments/fragments/detail.html:320
 #: templates/mini_tools/simulator.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:42
 msgid "Income"
 msgstr "收入"
 
-#: apps/transactions/models.py:324 apps/transactions/models.py:971
-#: apps/transactions/models.py:1268
+#: apps/transactions/models.py:324 apps/transactions/models.py:995
+#: apps/transactions/models.py:1292
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1594,14 +1742,14 @@ msgstr "收入"
 msgid "Expense"
 msgstr "支出"
 
-#: apps/transactions/models.py:379 apps/transactions/models.py:765
+#: apps/transactions/models.py:379 apps/transactions/models.py:789
 #: templates/cotton/transaction/item.html:291
 #: templates/cotton/transaction/item.html:308
 #: templates/cotton/transaction/item.html:318
 msgid "Installment Plan"
 msgstr "分期付款計劃"
 
-#: apps/transactions/models.py:388 apps/transactions/models.py:1045
+#: apps/transactions/models.py:388 apps/transactions/models.py:1069
 #: templates/cotton/transaction/item.html:281
 #: templates/cotton/transaction/item.html:301
 msgid "Recurring Transaction"
@@ -1621,160 +1769,172 @@ msgstr "已刪除"
 msgid "Deleted At"
 msgstr "刪除時間"
 
-#: apps/transactions/models.py:591
+#: apps/transactions/models.py:517
+msgid "A transfer needs one expense and one income."
+msgstr ""
+
+#: apps/transactions/models.py:519
+msgid "A transfer needs two different accounts."
+msgstr ""
+
+#: apps/transactions/models.py:523
+msgid "This transaction is already part of another transfer."
+msgstr ""
+
+#: apps/transactions/models.py:615
 msgid "No category"
 msgstr "沒有分類"
 
-#: apps/transactions/models.py:593
+#: apps/transactions/models.py:617
 msgid "No description"
 msgstr "沒有描述"
 
-#: apps/transactions/models.py:650
+#: apps/transactions/models.py:674
 #, fuzzy
 #| msgid "ZIP File"
 msgid "File"
 msgstr "ZIP檔"
 
-#: apps/transactions/models.py:652
+#: apps/transactions/models.py:676
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:654
+#: apps/transactions/models.py:678
 #, fuzzy
 #| msgid "Content"
 msgid "Content Type"
 msgstr "內容"
 
-#: apps/transactions/models.py:656
+#: apps/transactions/models.py:680
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:661
+#: apps/transactions/models.py:685
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:690
 #, fuzzy
 #| msgid "Transactions on"
 msgid "Transaction Attachment"
 msgstr "交易時間"
 
-#: apps/transactions/models.py:667
+#: apps/transactions/models.py:691
 #, fuzzy
 #| msgid "Transaction Tags"
 msgid "Transaction Attachments"
 msgstr "交易標籤"
 
-#: apps/transactions/models.py:697 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:721 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "年"
 
-#: apps/transactions/models.py:698 apps/users/models.py:469
+#: apps/transactions/models.py:722 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "月"
 
-#: apps/transactions/models.py:699
+#: apps/transactions/models.py:723
 msgid "Weekly"
 msgstr "週"
 
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:724
 msgid "Daily"
 msgstr "日"
 
-#: apps/transactions/models.py:713
+#: apps/transactions/models.py:737
 msgid "Number of Installments"
 msgstr "期數"
 
-#: apps/transactions/models.py:718
+#: apps/transactions/models.py:742
 msgid "Installment Start"
 msgstr "分期付款起始日"
 
-#: apps/transactions/models.py:719
+#: apps/transactions/models.py:743
 msgid "The installment number to start counting from"
 msgstr "開始計算的期數"
 
-#: apps/transactions/models.py:724 apps/transactions/models.py:1015
+#: apps/transactions/models.py:748 apps/transactions/models.py:1039
 msgid "Start Date"
 msgstr "起始日期"
 
-#: apps/transactions/models.py:728 apps/transactions/models.py:1016
+#: apps/transactions/models.py:752 apps/transactions/models.py:1040
 msgid "End Date"
 msgstr "結束日期"
 
-#: apps/transactions/models.py:733
+#: apps/transactions/models.py:757
 msgid "Recurrence"
 msgstr "頻率"
 
-#: apps/transactions/models.py:736
+#: apps/transactions/models.py:760
 msgid "Installment Amount"
 msgstr "分期付款金額"
 
-#: apps/transactions/models.py:755 apps/transactions/models.py:1035
+#: apps/transactions/models.py:779 apps/transactions/models.py:1059
 msgid "Add description to transactions"
 msgstr "為交易增加描述"
 
-#: apps/transactions/models.py:758 apps/transactions/models.py:1038
+#: apps/transactions/models.py:782 apps/transactions/models.py:1062
 msgid "Add notes to transactions"
 msgstr "為交易新增註記"
 
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:956
 #, fuzzy
 #| msgid "To Amount"
 msgid "To amount"
 msgstr "目標金額"
 
-#: apps/transactions/models.py:933
+#: apps/transactions/models.py:957
 msgid "Leave empty to use the same amount"
 msgstr ""
 
-#: apps/transactions/models.py:974 templates/mini_tools/simulator.html:129
+#: apps/transactions/models.py:998 templates/mini_tools/simulator.html:129
 msgid "day(s)"
 msgstr "天"
 
-#: apps/transactions/models.py:975 templates/mini_tools/simulator.html:130
+#: apps/transactions/models.py:999 templates/mini_tools/simulator.html:130
 msgid "week(s)"
 msgstr "週"
 
-#: apps/transactions/models.py:976 templates/mini_tools/simulator.html:131
+#: apps/transactions/models.py:1000 templates/mini_tools/simulator.html:131
 msgid "month(s)"
 msgstr "月"
 
-#: apps/transactions/models.py:977 templates/mini_tools/simulator.html:132
+#: apps/transactions/models.py:1001 templates/mini_tools/simulator.html:132
 msgid "year(s)"
 msgstr "年"
 
-#: apps/transactions/models.py:979
+#: apps/transactions/models.py:1003
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "已暫停"
 
-#: apps/transactions/models.py:1018
+#: apps/transactions/models.py:1042
 msgid "Recurrence Type"
 msgstr "頻率"
 
-#: apps/transactions/models.py:1021
+#: apps/transactions/models.py:1045
 msgid "Recurrence Interval"
 msgstr "頻率間隔"
 
-#: apps/transactions/models.py:1024
+#: apps/transactions/models.py:1048
 msgid "Keep at most"
 msgstr "持續最多"
 
-#: apps/transactions/models.py:1028
+#: apps/transactions/models.py:1052
 msgid "Last Generated Date"
 msgstr "最後產生的日期"
 
-#: apps/transactions/models.py:1031
+#: apps/transactions/models.py:1055
 msgid "Last Generated Reference Date"
 msgstr "最後產生的起算日"
 
-#: apps/transactions/models.py:1334 templates/cotton/transaction/item.html:274
+#: apps/transactions/models.py:1358 templates/cotton/transaction/item.html:274
 #: templates/cotton/ui/transactions_fab.html:59
 msgid "Quick Transaction"
 msgstr "快速交易"
 
-#: apps/transactions/models.py:1335 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1359 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1898,8 +2058,8 @@ msgid "Item deleted successfully"
 msgstr "成功刪除項目"
 
 #: apps/transactions/views/quick_transactions.py:164
-#: apps/transactions/views/transactions.py:147
-#: apps/transactions/views/transactions.py:332
+#: apps/transactions/views/transactions.py:156
+#: apps/transactions/views/transactions.py:343
 msgid "Transaction added successfully"
 msgstr "成功新增交易"
 
@@ -1947,33 +2107,33 @@ msgstr "成功更新帳戶"
 msgid "Attachment deleted successfully"
 msgstr "成功刪除帳戶"
 
-#: apps/transactions/views/transactions.py:359
+#: apps/transactions/views/transactions.py:370
 msgid "Transaction updated successfully"
 msgstr "成功更新交易"
 
-#: apps/transactions/views/transactions.py:410
+#: apps/transactions/views/transactions.py:421
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "成功更新%(count)s筆交易"
 
-#: apps/transactions/views/transactions.py:437
+#: apps/transactions/views/transactions.py:448
 msgid "Transaction duplicated successfully"
 msgstr "成功複製交易"
 
-#: apps/transactions/views/transactions.py:482
+#: apps/transactions/views/transactions.py:493
 msgid "Transaction deleted successfully"
 msgstr "成功刪除交易"
 
-#: apps/transactions/views/transactions.py:512
+#: apps/transactions/views/transactions.py:523
 msgid "Transaction restored successfully"
 msgstr "成功復原交易"
 
-#: apps/transactions/views/transactions.py:538
+#: apps/transactions/views/transactions.py:549
 msgid "Transfer added successfully"
 msgstr "成功新增轉帳"
 
-#: apps/transactions/views/transactions.py:566
+#: apps/transactions/views/transactions.py:579
 #, fuzzy
 #| msgid "Transfer added successfully"
 msgid "Transfer updated successfully"
@@ -2311,6 +2471,7 @@ msgstr "編輯帳戶組"
 #: templates/exchange_rates_services/fragments/table.html:20
 #: templates/import_app/fragments/profiles/list.html:42
 #: templates/installment_plans/fragments/table.html:25
+#: templates/investment_classes/fragments/list.html:36
 #: templates/quick_transactions/fragments/list.html:22
 #: templates/recurring_transactions/fragments/table.html:27
 #: templates/rules/fragments/list.html:31
@@ -2333,6 +2494,9 @@ msgstr "操作"
 #: templates/exchange_rates_services/fragments/table.html:23
 #: templates/import_app/fragments/profiles/list.html:46
 #: templates/installment_plans/fragments/table.html:28
+#: templates/investment_classes/fragments/list.html:39
+#: templates/investments/fragments/detail.html:305
+#: templates/investments/fragments/detail.html:331
 #: templates/quick_transactions/fragments/list.html:25
 #: templates/recurring_transactions/fragments/table.html:30
 #: templates/rules/fragments/transaction_rule/view.html:22
@@ -2382,6 +2546,7 @@ msgstr "分享"
 #: templates/import_app/fragments/profiles/list.html:81
 #: templates/import_app/fragments/runs/list.html:100
 #: templates/installment_plans/fragments/table.html:54
+#: templates/investment_classes/fragments/list.html:45
 #: templates/mini_tools/simulator.html:109
 #: templates/mini_tools/unit_price_calculator.html:16
 #: templates/quick_transactions/fragments/list.html:32
@@ -2415,6 +2580,7 @@ msgstr "刪除"
 #: templates/import_app/fragments/runs/list.html:104
 #: templates/installment_plans/fragments/table.html:47
 #: templates/installment_plans/fragments/table.html:58
+#: templates/investment_classes/fragments/list.html:49
 #: templates/quick_transactions/fragments/list.html:37
 #: templates/recurring_transactions/fragments/table.html:52
 #: templates/recurring_transactions/fragments/table.html:65
@@ -2464,6 +2630,7 @@ msgstr "您將無法復原這個行為！"
 #: templates/import_app/fragments/profiles/list.html:87
 #: templates/import_app/fragments/runs/list.html:106
 #: templates/installment_plans/fragments/table.html:60
+#: templates/investment_classes/fragments/list.html:51
 #: templates/quick_transactions/fragments/list.html:39
 #: templates/recurring_transactions/fragments/table.html:94
 #: templates/rules/fragments/list.html:62
@@ -2512,6 +2679,7 @@ msgid "Add account"
 msgstr "新增帳戶"
 
 #: templates/accounts/fragments/edit.html:5
+#: templates/investments/fragments/detail.html:40
 msgid "Edit account"
 msgstr "編輯帳戶"
 
@@ -2821,6 +2989,8 @@ msgid "Add DCA strategy"
 msgstr "新增定期定額策略"
 
 #: templates/dca/fragments/strategy/details.html:28
+#: templates/investments/fragments/detail.html:92
+#: templates/investments/fragments/list.html:65
 msgid "No exchange rate available"
 msgstr "沒有可用的匯率資訊"
 
@@ -3001,7 +3171,7 @@ msgstr "帳戶"
 msgid "No services configured"
 msgstr "沒有設定任何服務"
 
-#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:211
+#: templates/export_app/pages/index.html:4 templates/includes/sidebar.html:225
 msgid "Export and Restore"
 msgstr "匯出和復原"
 
@@ -3174,54 +3344,65 @@ msgstr "垃圾桶"
 msgid "Tools"
 msgstr "工具"
 
-#: templates/includes/sidebar.html:118
+#: templates/includes/sidebar.html:118 templates/includes/sidebar.html:188
+#: templates/investment_classes/fragments/list.html:29
+#: templates/investments/fragments/detail.html:37
+#: templates/investments/fragments/list.html:9
+#: templates/investments/pages/detail.html:4
+#: templates/investments/pages/index.html:4
+#, fuzzy
+#| msgid "Installments"
+msgid "Investments"
+msgstr "分期付款"
+
+#: templates/includes/sidebar.html:124
 msgid "Dollar Cost Average Tracker"
 msgstr "定期定額追蹤器"
 
-#: templates/includes/sidebar.html:124
+#: templates/includes/sidebar.html:130
 #: templates/mini_tools/unit_price_calculator.html:4
 #: templates/mini_tools/unit_price_calculator.html:9
 msgid "Unit Price Calculator"
 msgstr "單位價格計算機"
 
-#: templates/includes/sidebar.html:130
+#: templates/includes/sidebar.html:136
 #: templates/mini_tools/currency_converter/currency_converter.html:7
 #: templates/mini_tools/currency_converter/currency_converter.html:14
 msgid "Currency Converter"
 msgstr "貨幣換算器"
 
-#: templates/includes/sidebar.html:136 templates/mini_tools/simulator.html:5
+#: templates/includes/sidebar.html:142 templates/mini_tools/simulator.html:5
 #: templates/mini_tools/simulator.html:21
 #, fuzzy
 #| msgid "Calculator"
 msgid "Simulator"
 msgstr "計算機"
 
-#: templates/includes/sidebar.html:145
+#: templates/includes/sidebar.html:151
 msgid "Management"
 msgstr "管理"
 
-#: templates/includes/sidebar.html:196
+#: templates/includes/sidebar.html:210
 msgid "Automation"
 msgstr "自動化"
 
-#: templates/includes/sidebar.html:225
+#: templates/includes/sidebar.html:239
 msgid "Admin"
 msgstr "管理員"
 
-#: templates/includes/sidebar.html:233
+#: templates/includes/sidebar.html:247
 msgid "Django Admin"
 msgstr "Django管理介面"
 
-#: templates/includes/sidebar.html:234
+#: templates/includes/sidebar.html:248
 msgid "Only use this if you know what you're doing"
 msgstr "你得確定你要做什麼才用這個功能"
 
-#: templates/includes/sidebar.html:249
+#: templates/includes/sidebar.html:263
 msgid "is available"
 msgstr "可用"
 
-#: templates/includes/sidebar.html:257
+#: templates/includes/sidebar.html:271
 msgid "Calculator"
 msgstr "計算機"
 
@@ -3288,6 +3469,7 @@ msgstr "沒有近期交易"
 #: templates/insights/fragments/overview/_results.html:173
 #: templates/insights/fragments/year_by_year.html:59
 #: templates/insights/fragments/year_by_year.html:140
+#: templates/investment_classes/fragments/list.html:65
 #: templates/monthly_overview/fragments/monthly_summary.html:168
 msgid "Total"
 msgstr "總額"
@@ -3503,6 +3685,305 @@ msgstr "這會刪除這個分期付款計劃，以及連結的所有交易"
 msgid "No installment plans"
 msgstr "沒有分期付款計劃"
 
+#: templates/investment_classes/fragments/form.html:5
+msgid "Edit asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/form.html:5
+msgid "Add asset class"
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:19
+#: templates/investments/fragments/rebalance.html:10
+#, python-format
+msgid "Targets add up to %(total)s%%. Set them to 100%% to see the rebalance."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:28
+#: templates/investments/fragments/rebalance.html:25
+#, fuzzy
+#| msgid "Targeting"
+msgid "Target"
+msgstr "目標"
+
+#: templates/investment_classes/fragments/list.html:50
+msgid "Its investments will be left without an asset class."
+msgstr ""
+
+#: templates/investment_classes/fragments/list.html:74
+msgid "No asset classes"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:3
+msgid "Allocation chart"
+msgstr ""
+
+#: templates/investments/fragments/_allocation.html:11
+#, python-format
+msgid ""
+"%(share)s%% of your investments with a target, against a target of "
+"%(target)s%%"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "Annual return, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid ""
+"Return since the first contribution, weighted by when money went in and out"
+msgstr ""
+
+#: templates/investments/fragments/_mwr.html:1
+msgid "/yr"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:15
+#: templates/investments/fragments/detail.html:63
+msgid "total return"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:20
+#: templates/investments/fragments/_totals.html:41
+#: templates/investments/fragments/charts.html:96
+#: templates/investments/fragments/detail.html:163
+#: templates/investments/fragments/detail.html:223
+#: templates/investments/fragments/list.html:47
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Invested"
+msgstr "總共投資"
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/detail.html:74
+msgid ""
+"How much of the return came from exchange rates moving since you invested"
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:24
+#: templates/investments/fragments/_totals.html:26
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency effect"
+msgstr "貨幣代號"
+
+#: templates/investments/fragments/_totals.html:26
+#: templates/investments/fragments/detail.html:78
+msgid ""
+"Every date is converted with the same rate. Add historical exchange rates "
+"(or an automatic rate service) to see how much exchange rates moved your "
+"return."
+msgstr ""
+
+#: templates/investments/fragments/_totals.html:40
+#: templates/investments/fragments/list.html:49
+msgid "Return"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:10
+msgid "By asset class"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:17
+#: templates/net_worth/net_worth.html:52
+#: templates/yearly_overview/pages/overview_by_currency.html:6
+msgid "By currency"
+msgstr "按照貨幣"
+
+#: templates/investments/fragments/charts.html:24
+#, fuzzy
+#| msgid "Total Invested"
+msgid "Value and invested"
+msgstr "總共投資"
+
+#: templates/investments/fragments/charts.html:31
+msgid "Return by investment"
+msgstr ""
+
+#: templates/investments/fragments/charts.html:38
+#, fuzzy
+#| msgid "Nothing to see here..."
+msgid "Nothing to chart yet"
+msgstr "這裡什麼都沒有…"
+
+#: templates/investments/fragments/detail.html:10
+msgid "Buy / Contribute"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:16
+msgid "Sell / Withdraw"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:23
+msgid "Dividend / Income"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:30
+#, fuzzy
+#| msgid "Update"
+msgid "Update value"
+msgstr "更新"
+
+#: templates/investments/fragments/detail.html:47
+#: templates/investments/fragments/list.html:67
+msgid "Tracked by value"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:48
+msgid ""
+"Some incoming units have no linked payment, so their cost was estimated from "
+"the market price of that day"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:68
+#, fuzzy
+#| msgid "Info"
+msgid "In"
+msgstr "資訊"
+
+#: templates/investments/fragments/detail.html:74
+#: templates/investments/fragments/detail.html:78
+#, fuzzy
+#| msgid "Currency Code"
+msgid "currency effect"
+msgstr "貨幣代號"
+
+#: templates/investments/fragments/detail.html:104
+#: templates/investments/fragments/detail.html:179
+#, fuzzy
+#| msgid "Entry Price"
+msgid "Price"
+msgstr "投入金額"
+
+#: templates/investments/fragments/detail.html:105
+#: templates/investments/fragments/detail.html:200
+#: templates/investments/fragments/detail.html:239
+#: templates/investments/fragments/detail.html:290
+#, fuzzy
+#| msgid "Warning"
+msgid "Earnings"
+msgstr "警告"
+
+#: templates/investments/fragments/detail.html:180
+#: templates/investments/fragments/detail.html:227
+msgid "Average cost"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:181
+#: templates/investments/fragments/rebalance.html:41
+#, fuzzy
+#| msgid "By"
+msgid "Buy"
+msgstr "由"
+
+#: templates/investments/fragments/detail.html:182
+#: templates/investments/fragments/rebalance.html:43
+msgid "Sell"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:227
+#: templates/investments/fragments/detail.html:257
+msgid "Put in / taken out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:239
+#, fuzzy
+#| msgid "Uncategorized"
+msgid "Unrealized"
+msgstr "未分類"
+
+#: templates/investments/fragments/detail.html:248
+msgid "Realized"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:271
+#, fuzzy
+#| msgid "Management"
+msgid "Movements"
+msgstr "管理"
+
+#: templates/investments/fragments/detail.html:284
+msgid "Bought / contributed"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:284
+msgid "Sold / withdrew"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money in"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:288
+msgid "Money out"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Gain"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:290
+msgid "Loss, tax or fee"
+msgstr ""
+
+#: templates/investments/fragments/detail.html:315
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No movements yet"
+msgstr "尚未設定任何設定組"
+
+#: templates/investments/fragments/detail.html:315
+msgid "Use the + button to buy or contribute"
+msgstr ""
+
+#: templates/investments/fragments/list.html:21
+msgid "Holdings"
+msgstr ""
+
+#: templates/investments/fragments/list.html:60
+msgid "Some costs were estimated from market prices"
+msgstr ""
+
+#: templates/investments/fragments/list.html:92
+msgid "Charts"
+msgstr ""
+
+#: templates/investments/fragments/list.html:97
+#, fuzzy
+#| msgid "New balance"
+msgid "Rebalance"
+msgstr "新的餘額"
+
+#: templates/investments/fragments/list.html:105
+#, fuzzy
+#| msgid "No presets yet"
+msgid "No investments yet"
+msgstr "尚未設定任何設定組"
+
+#: templates/investments/fragments/list.html:106
+msgid "Mark an account as an investment in its settings to see it here"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:4
+msgid "No allocation targets"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:5
+msgid "Set a target for your asset classes to see what to buy and sell"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:26
+msgid "To reach the target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:34
+msgid "Off target"
+msgstr ""
+
+#: templates/investments/fragments/rebalance.html:55
+msgid "Left out: investments without an asset class or a target"
+msgstr ""
+
 #: templates/layouts/base.html:38
 msgid "This is a demo!"
 msgstr "這是展示！"
@@ -3722,11 +4203,6 @@ msgstr "過濾交易"
 msgid "Order by"
 msgstr "排序方式"
 
-#: templates/net_worth/net_worth.html:52
-#: templates/yearly_overview/pages/overview_by_currency.html:6
-msgid "By currency"
-msgstr "按照貨幣"
-
 #: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr "走勢圖"
@@ -4197,6 +4673,10 @@ msgstr "登入"
 msgid "Yearly Overview"
 msgstr "年份總覽"
 
+#~ msgid ""
+#~ "Create one exchange rate and keep updating it. Avoids database clutter."
+#~ msgstr "只建立一筆匯率資訊並且持續更新，防止資料庫無限擴張。"
+
 #~ msgid "Add as quick transaction"
 #~ msgstr "新增為快速交易"