Exirio Support Centre

FAQs 8

• Is my data secure?
• How much does this cost?
• Why are you doing this?
• Can you provide new functionalities?
• Upcoming Features

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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

Investments 9

• Investments: what they are
• Investments vs Holdings
• Asset Classes and Asset Types
• Investment vs. Position
• Precious Metals

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Other Holdings 2

• Cash
• Loans

Transactions 7

• Transactions: what they are
• Deposit (or Buy)
• Withdrawal (or Sell)
• Income
• Expense

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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

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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)

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

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Add, edit, delete & close Loans 3

• Mortgages
• Mortgage Early Repayment
• Closing a Mortgage

Connecting Financial Institutions 7

• Connecting third-party institutions (bank/brokerage accounts, crypto exchange/wallets)
• Security
• Connecting Crypto platforms
• Current Accounts
• Accounts with public instruments

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Understanding Currencies 2

• Currency vs. Investment Performance
• Currency Symbols

CSV Upload/Download 8

• Holdings Upload
• Transactions Upload
• Valuations Upload
• Balances Upload
• CSV upload: date format

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Documents storage 1

• Safe storage of documents

Pie Charts 2

• Allocation
• Currency exposure

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)