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Advanced Portfolios Explained
Polly avatar
Written by Polly
Updated over 5 months ago

Advanced Portfolios offers the Premium Subscriber a more refined and detailed approach to investment tracking and analysis. Users can create up to five (5) advanced portfolios, each boasting a range of sophisticated features.

To create an Advanced Portfolio, click on the Portfolio name, that will take you to the "Summary" - now go to "Actions" - "Make Advanced"

Net Investment Audit

Users with Advanced Portfolios can audit their net investment amount. Simply click on the underlined number, and a drawer will pop up from the right, giving you details into how net investment is calculated.

Advanced Portfolios Tutorial

Premium Subscribers can create up to 5 Advanced Portfolios.

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