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