Where to get started in FOLIO

Home page
Your home page when first logging in may be a bit a bare.  Three dashboards are pinned to the home page Total Portfolio Performance - Showing monthly cha...
Tue, 13 Oct, 2020 at 4:04 PM
Getting your portfolio setup
These are the steps to get started with FOLIO, but you only need to do the first time.  Click on 'My Portfolio' Click on 'New Record&#x...
Tue, 13 Oct, 2020 at 4:44 PM
Adding a new holding
When adding a holding, the first thing to do is select a Parent Asset Class. This can include Cash, Commodities, Crypto Currencies, Equities, Long Term bond...
Tue, 13 Oct, 2020 at 7:12 PM
How do I delete something when I make a mistake
In order to 'Delete' any holding, portfolio or asset allocation follow the steps below: Click on the relevant asset or report if on a page whi...
Tue, 13 Oct, 2020 at 5:54 PM
Live pricing
Live pricing only works for the following right now: US Equities: Cryptocurrencies include: 
Tue, 13 Oct, 2020 at 7:11 PM
How do I see all my holdings in one place
Go to your portfolio > select the portfolio in question > click on 'view Holdings' You will see a full breakdown of holdings by asset cl...
Tue, 13 Oct, 2020 at 7:19 PM