How to get started

Steps to create and set up a portfolio.

Quick registration

Registering is quick and easy via the registration form, with access also via Google or Apple.

Registration Form

Create your portfolio

After registration you can create your portfolios and start monitoring them.

Add portfolio

Add transactions

You can upload transactions automatically from CSV files or enter them manually:

Portfolio management

Once created, you can edit your transactions or deposit/withdrawal operations, copy the portfolio and/or delete it.

App settings

You can change your mobile or desktop app settings from the Settings section. On this screen you will find preferences such as language and region, theme, corners, colors, app icon, default currency and support links (Discord, documentation, contacts).

App Settings