Your first sync

Your first sync typically takes anywhere from 2 hours to one business day. After the initial sync, 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.