learning center

Get the most out of Portfolio Insight with our video tutorials

Understanding Fair Value

8.22

Learn how to use the fair value chart to help determine if it is the right time to buy

Watch video

Introduction to Portfolio Insight

4:56

Walk through the basics of using Portfolio Insight

Watch video

Tracking Your Portfolio Performance

3:21

Learn how to quickly analyse the performance of your individual holdings

Watch video

Analyzing Your Portfolio with Heatmaps

5:05

Take a deep dive with heat maps to track your total returns and dividend payments by sector and account

Watch video

Managing Your Pay

6:44

See how to stay on top of your cash flow with the automated Pay Calendar and Pay Schedule

Watch video

Using Dynamic Watch Lists

2:20

Use dynamic watch lists to uncover your next opportunity. This tutorial shows how to setup dynamic watch lists that automatically update as market conditions change

Watch video

get started

Join the beta now and start investing your way!

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Pricing

Curious about what Portfolio Insight can do? Check out the learning center for guided feature tours!

Contact support

Have a question or issue?
​​Let us know and we’ll get back
to you ASAP!