Help center

Getting started

Navigating the platform
All you need to know to find your way around after signing up. Learn how to use the platform's interactivity to find what you are looking for, how to access help, and about the lingo used.
Choosing your portfolio
Our essential guide to finding your portfolio, may it be one pre-defined by us or one custom-built by you. Learn about important factors to consider when deciding on a portfolio.
Analysing ETFs, stocks, and more
Get acquainted with the tools we provide to analyse and compare assets and portfolios. Learn how to access detailed metrics and interactive visualisations.
Investing your portfolio
Follow these steps to implement your investment portfolio and to track your investments. Learn about the tools we provide to make the process as easy as possible for you.
Managing your asset database
Asset lists and asset attributes help you to organise your assets. Adding new assets can be done with just a few clicks and many options to choose from.
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