Exirio Support Centre
Welcome
Login
Home
Solutions
How can we help you today?
Enter your search term here...
Search
New support ticket
Check ticket status
Knowledge base
General
FAQs
8
Is my data secure?
How much does this cost?
Why are you doing this?
Can you provide new functionalities?
Upcoming Features
View all 8
Getting started with Exirio
Your account
5
Demo mode
Creating your account
Understanding your Home page
Account deletion
Subscription downgrade
Settings
4
Account Management
Owner Currency
Holding Currency
Third-Party Access
Glossary
Investments
9
Investments: what they are
Investments vs Holdings
Asset Classes and Asset Types
Investment vs. Position
Precious Metals
View all 9
Other Holdings
2
Cash
Loans
Transactions
7
Transactions: what they are
Deposit (or Buy)
Withdrawal (or Sell)
Income
Expense
View all 7
Valuations & Balances
4
Valuations
Manual valuation for public securities
Balances
Current Value
Return Metrics
9
A Word of Caution
Historical Performance
Total Net Worth
MWR
TWR
View all 9
Custody accounts
4
Custody accounts: what they are
Returns in custody accounts
Transactions & Valuations in custody accounts (securities)
Transactions and Valuations in custody accounts (crypto)
Instructions
Add, edit, delete & close Investments
14
Adding an Investment
Adding a real estate Holding
Alternative ways to add Securities
Adding Securities (Securities Portfolios)
Alternative ways to add Crypto
View all 14
Add, edit, delete & close Loans
3
Mortgages
Mortgage Early Repayment
Closing a Mortgage
Connections
Connecting Financial Institutions
7
Connecting third-party institutions (bank/brokerage accounts, crypto exchange/wallets)
Security
Connecting Crypto platforms
Current Accounts
Accounts with public instruments
View all 7
Currencies
Understanding Currencies
2
Currency vs. Investment Performance
Currency Symbols
Data & Documents
CSV Upload/Download
8
Holdings Upload
Transactions Upload
Valuations Upload
Balances Upload
CSV upload: date format
View all 8
Documents storage
1
Safe storage of documents
Graphs
Pie Charts
2
Allocation
Currency exposure
System Status
Status Updates
3
17 September 2021 Update. 06:08 pm GMT
17 September 2021 Update. 10:49 am GMT
Possible Service Disruptions Due to DDoS Attacks (2 November 2022)