Alternative ways to add Securities
Created by: Support Exirio
Modified on: Sun, 10 Oct, 2021 at 10:03 AM
With Exirio, you can choose to add your securities (stocks, bonds, funds, etc.) in 3 ways:
- Connecting your bank or broker to your Exirio account, if the connection is supported by Exirio;
- As a Security Portfolio, replicating the individual positions held with you bank or broker;
- Classifying your portfolio of securities as a single Investment (with a cash and a securities component).
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