Difference in valuation between Invvest and my broker

If the difference is small

When you add or sync your 401k, for example, you may notice small differences between the value of your account and/or your positions between Invvest and what your broker shows you.

The main reason is due to the frequency of asset price updates. On your broker, prices are updated in real-time. On Invvest, several times a day but not in real-time.

These delays can show differences, especially if there is a lot of volatility at the moment. For example, if Apple stock suddenly drops by 20%, you will see it immediately on your broker, whereas you will only see it later in the day on Invvest.

For your information, here are our price update frequencies:

• Stocks & ETFs: 3 times a day

• Crypto: 1 time per hour

• SCPI: 1 time per week

We plan to eventually deploy real-time prices. This requires resources that we prefer to allocate elsewhere for now.

If the difference is large

If you see large differences between Invvest and your broker (several tens or even hundreds of euros), then the problem lies elsewhere.

In this case, check that:

• the quantities and currencies indicated per position are correct
  

• all your assets are added/synchronized (sometimes synchronization does not correctly identify an asset and therefore does not retrieve it in your Invvest portfolio or retrieves another one).
  
  In this case, follow the guide below.