Frequently Asked Questions
Explore our in-depth guides to get the most out of your portfolio tracker. Each guide covers a key topic with detailed explanations and practical examples.
Getting Started
Learn how to set up your portfolio, add your first transactions, and start tracking your investments across multiple asset types and currencies.
Read guidePortfolio & Performance
Understand the metrics that measure your investment success, including time-weighted returns, money-weighted returns, drawdowns, and all-time highs.
Read guideTransactions
Import transactions from your broker, understand supported formats and operation types, and manage your transaction history effectively.
Read guideAllocation & Rebalancing
Set target allocations, use the 5/25 rebalancing rule, simulate contributions, and keep your portfolio aligned with your investment strategy.
Read guideGoals & Planning
Define your investment objectives, set target values and time horizons, and track your progress toward financial milestones with projected growth.
Read guideAccount & Privacy
Learn how your data is protected, customize your display preferences, and control what information is visible on screen.
Read guideStill have questions?
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