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This guide is designed to help you get started with the <b><i>Investments</i></b> object, as well as be a resource as you continue to learn. Jump into our articles or check out the webinars. If you can't find something you need, send us a message on the Support Application!

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<a href="https://support.kadince.com/en/articles/13369645-investments-the-basics">Investments: The Basics</a>

<a href="https://support.kadince.com/en/articles/11011016-a-beginner-s-guide-to-tracking-cd-investments-in-kadince-4-4-2025">A Beginner's Guide to Tracking CD Investments in Kadince (04/4/2025)</a>

<a href="https://support.kadince.com/en/articles/8940250-getting-started-with-loans-investments">Getting Started with Loans &amp; Investments</a>

<a href="https://support.kadince.com/en/articles/8955750-lunch-learn-investments-understanding-different-value-options-for-cra-and-your-investments-2-8-2023">Lunch &amp; Learn: Investments | Understanding Different Value Options for CRA and Your Investments (02/08/2023)</a>

<a href="https://support.kadince.com/en/articles/8955064-lunch-learn-mass-importing-updating-investments-in-kadince-3-15-2023">Lunch &amp; Learn: Mass Importing/Updating Investments in Kadince (03/15/2023)</a>

Investments Guide

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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Investments Guide

Summary

Quick Start

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