With Exirio, you can choose to add your securities (stocks, bonds, funds, etc.) in 3 ways:

  1. Connecting your bank or broker to your Exirio account, if the connection is supported by Exirio;
  2. As a Security Portfolio, replicating the individual positions held with you bank or broker;
  3. Classifying your portfolio of securities as a single Investment (with a cash and a securities component).