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' ...
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 which...
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 clas...
Tue, 13 Oct, 2020 at 7:19 PM