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Upon successfully creating an account, the app will guide users through a series of onboarding questions tailored to personalize their experience. If you’re using a popular brokerage like Trading 212, direct integration is simple; users can import their portfolio using the available API or input their positions manually. Beginners might find the manual method cumbersome, especially with a large number of positions, making API imports an easier alternative.

Exploring the User Interface

Once users have imported their portfolio, they are greeted with a user-friendly dashboard that clearly outlines their holdings. The interface consists of various sections including:

• Portfolio Performance: This displays an overview of the current value and performance metrics of the portfolio.