Your first sync

Visualizations are typically available by the next business day after your initial sync. From there, your portfolio updates automatically every day. Additional updates can be triggered manually by the user.

After your first sync

• Report any missing or inconsistent data via our chat or by email.
• Take time to explore all visualizations available, both at the portfolio level (Dashboards → Analytics) and the asset level (Assets, then click on the relevant asset).
• Set up your personal dashboard (Dashboards → My Dashboard).
• If you invest across different sub-strategies, set them up under Strategies.
• If you hold private assets, add them under Assets → My Private Assets.