Tutorial: Managing Portfolios
Importing and managing your entire portfolio is a crucial first step to getting the most out of the platform. As you add more of your net worth, the value of the analysis, recommendations, and other insights goes up. This tutorial covers how to add net worth components, connect external accounts, add manual portfolios, and view all your accounts together in one place.
As part of a comprehensive view of your portfolio, we allow you to import real estate, investment accounts, retirement accounts, private equity, cash, and cryptocurrencies. Navigate to the Net Worth page to manage your various portfolios by clicking your name -> "My account" -> "Net worth" tab. You can also get to this page by clicking on the "Connected accounts (#)" button on the left sidebar.
To update one of these net worth items, you can simply click on "Edit" on the right side of the page. If you click on "Edit" next to Real estate, you will get a pop-up that looks like this:
In order to receive the most up-to-date insights about what's happening in your accounts, you can link your institutions through our trusted partners: Plaid and SnapTrade. We never store your credentials, and intentionally only have read-access to your accounts so that you always stay in control of every investment decision.
Click on "Add account" to add a new connected account, upload a CSV file with portfolio tickers, or manually add your portfolio one ticker at a time. We typically see users with ~20 securities in a portfolio take about 2min to manually import their account.
The "Aggregated portfolio" combines the accounts that you have into a single view so that you can think about your net worth holistically. Analyzing your accounts in an aggregated way lets you properly assess risk, returns, diversity, tail risks, and make improvements that grow your entire net worth rather than treating everything like an individual bucket.
Green dots indicate active connections, while red dots indicate a stale connection, and lack of a dot denotes a manually input portfolio.
We have built the Draft Portfolio feature for you to be able to accept recommendations, experiment with different strategies, and improve your portfolio. See the bottom of the "Net worth" page for a collection of all of your draft portfolios, allowing you to edit or delete each one individually. Read more about using draft portfolios here.