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Getting started

Overview​

When opening the app for the first time, the demo mode is enabled. This allows you to explore the app with a demo portfolio.

The homepage of the app is the Dashboard page.

In the top-left corner, you will find the app menu where you can navigate to:

  • the Dashboard page
  • the Portfolio section pages (Asset classes, Assets, Positions)
  • the Quick Tutorial video
  • this Documentation site

In the top-right corner, you will find the user menu where you change your Settings or Log out.

We recommend reading the Guides section to learn more about the various pages of the app.

Building your own portfolio​

To start building your own portfolio, disable the demo mode in Settings and choose Submit.

While building your portfolio, the Dashboard is replaced by a Checklist with the steps to build the portfolio.

You can watch the short tutorial video to see a walkthrough of each step.

Upon completing all steps, the Dashboard will be shown.

Refer to the Guides as needed while building your portfolio.

If you have any question, you can refer to the Support page by clicking the ? icon in the navigation bar.

Reset your portfolio​

To reset your portfolio, open the user menu in the top-right corner and choose Settings, then choose Reset all data followed by Confirm to proceed with resetting the portfolio.