PortfolioUp

Resources

Helpful guides, tutorials, and resources to help you make the most of PortfolioUp.

Getting Started

Quick Start Guide

Learn how to set up your first portfolio and start tracking your investments in minutes.

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Adding Your First Asset

Step-by-step instructions for adding stocks, cryptocurrencies, and other assets to your portfolio.

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Investment Guides

Understanding Portfolio Analytics

Learn how to interpret performance metrics, risk analysis, and portfolio insights.

Benchmarking Your Portfolio

Discover how to compare your portfolio performance against market indices and benchmarks.

Risk Management Strategies

Best practices for managing risk and diversifying your investment portfolio.

Best Practices

Portfolio Management

  • Regularly update your portfolio with new transactions
  • Review your asset allocation periodically
  • Track performance against your investment goals
  • Use benchmarking to evaluate your strategy

Data Accuracy

  • Verify transaction details before adding
  • Keep historical records accurate
  • Review and correct any discrepancies

Frequently Asked Questions

How do I add multiple portfolios?

You can create multiple portfolios from your dashboard. Each portfolio can track different investment strategies or accounts separately.

Can I export my portfolio data?

Yes, you can export your portfolio data in various formats for analysis or record-keeping purposes.

How often is price data updated?

Price data is updated in real-time during market hours and refreshed regularly throughout the day.

Need More Help?

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