Where to get started in FOLIO
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
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
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
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 only works for the following right now: US Equities: Cryptocurrencies include:
Tue, 13 Oct, 2020 at 7:11 PM
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