Adding Your First Investments


To start using the portfolio tracker, you need to add investments into your account.

We’ve made this as simple as possible, by first generating you a portfolio called ‘Main Portfolio’.

The platform supports multiple portfolios on our paid plans.

From here there are two ways of adding your investments:

After you have added your investments, you can start using your account for performance tracking, dividend return performance, benchmarking, tax reporting and more (some features are only available on our paid plans and in certain territories).

Start tracking your stocks smarter.


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