1. Account management
Creating your account
Demo mode
Account management
Understanding your home page
Third-party access
Upcoming features
Can you provide new functionalities?
How much does this cost?
Subscription downgrade
Why are you doing this?
Account deletion
2. Data model
Holding
Investment
Position
Investments vs Holdings
Investment vs. Position
Decimal precision in units and prices
Other Asset
Debt
Transaction
Deposit
Withdrawal
Buy
Sell
Income
Expense
Corporate Action
Recurrent Transactions
Currency
Holding currency
User currency
Valuation
Balance
Institution
3. How to...
Mortgage
Mortgages
Mortgage early repayment
Closing a mortgage
Alternative ways to add securities
Adding securities (securities portfolios)
Adding crypto (exchange-wallet)
Adding an investment
Alternative ways to add crypto
Adding precious metals
Adding a real estate Holding
Adding a retirement-pension plan manually
Adding a bond
Updating an investment
Adding crypto (connecting exchange-custodial wallets)
Closing a Holding (sale)
Closing a Holding (write-off)
Reopening a Holding
Deleting a Holding
5. Connections to external Institutions
Connecting external Institutions (bank-brokerage accounts, crypto exchange-wallets)
Accounts with public instruments
Connecting crypto platforms
Data discrepancies
Balancing Transactions
Re-authorization and re-connection
Current accounts
Invalid credentials error
User interaction needed error
Security in the connections to external Institutions
6. Uploading & downloading data
Upload Holdings XLSX file
Safe storage of documents
CSV upload date format
Uploading your data manually introduction
Transactions upload
Data download
Airbnb CSV
Holdings upload
Valuations upload
Balances upload
CSV standards and common issues
7. Analytics
Total net worth
30 day growth
Total gain
Unrealized gain
Realized gain
Invested capital
Unfunded commitment
Committed capital
Historical performance
MWR
TWR
Currency vs. investment performance
A word of caution
Allocation
Currency exposure
8. Security
Is my data secure?
Social or native login?
Two-factor authentication (2FA)
9. Glossary
Asset classes and asset types
Precious metals
Liquid vs illiquid investments
Current value
Manual valuation for public securities
Cash
Loans
Exirio Support (beta)
Please select a topic from the menu on the left or contact us in
support@exirio.com
.