Finances - Your Portfolio

Finances - Your Portfolio is a simple and fast way to monitor your finances. Track the current value of your assets, review portfolio history, and easily create, update, or delete portfolios.

CREATE PORTFOLIOS

• Create portfolios with custom names

• Add and manage your assets

MONITOR YOUR PORTFOLIO

• View all assets in one place

• Update portfolio details at any time

• Remove assets you no longer need

PORTFOLIO HISTORY

• Track how your portfolio changes over time

• Review historical portfolio values

MANAGE MULTIPLE PORTFOLIOS

• Create separate portfolios for different asset types

• Quickly switch between portfolios

• Delete portfolios when they’re no longer needed