To upload your Holdings manually, you need to click/tap on the "Add Holding" button on your Home page, and then "create" them individually, following the on-screen instructions.
For investments that don't involve Securities, Crypto, or Precious Metals, once the Holding is created you can upload Transactions and Valuations in bulk following the instructions you can fine here and here.
In case of Securities, Crypto, Precious Metals, the corresponding Holding (for example, a Securities Portfolio) is created by manually adding the first Position, which is done following the same process described above. Once you have added all the Positions in your Portfolio, you can upload via CSV all the Transactions relating to each Position, following the instructions you can fine here.
Most likely all Instruments in your Portfolio are already in our database, which means Exirio will automatically update the value and calculate the performance metrics for each Position and for the Securities Portfolio. Otherwise, please send us an email at [email protected] with the details of the instrument and we will do our best to add it.
As part of Exirio's Premium subscription, we can process on your behalf the upload of all your initial investments.