Exirio Support Centre

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

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

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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)