Improvement to an existing feature: Improved
Three ways to start your portfolio
A brand new account now opens with the three ways to add your first holding, on a phone as well as a laptop.
An empty portfolio is the hardest screen in any tracker. There is nothing to look at yet, so the only thing that matters is how quickly you can put something in it.
A new account now opens with the three ways in, laid out where you land rather than tucked behind a menu.
Start where it suits you
- Add one holding by hand. Most people start here, and it takes about a minute.
- Import a file. A CSV or Excel export from any broker, including ones we do not sync with.
- Connect a broker. Read-only, and your holdings arrive on their own.
The panel sits above your dashboard instead of covering it, so you can see what you are building toward while it is still empty.
It steps out of the way as soon as you own something, and the add button is now within reach on a phone at every point, including the very first screen.
