Add, edit, delete & close Investments

Adding an Investment
From your Home page, you can add as many Investments as you want, and you will be prompted to provide information and data. Investments can be entered and ...
Sun, 10 Oct, 2021 at 10:00 AM
Adding a Real Estate Asset
If you add a Real Estate Asset, you can locate it on Google Maps and include the details of the mortgage - if you have one. If you do, Exirio automatically ...
Sun, 3 Oct, 2021 at 9:21 PM
Alternative ways to add Securities
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 c...
Sun, 10 Oct, 2021 at 10:03 AM
Adding Securities (Securities Portfolios)
Our ultimate goal is to simplify our users' life, and whenever possible we want to limit the manual inputs required to add or update Investments.  To ...
Sun, 10 Oct, 2021 at 10:05 AM
Alternative ways to add Cryptocurrencies
On Exirio, you can choose to add your cryptocurrencies in 3 ways: Connecting your Exchange/Wallet to your Exirio account, if the connection is supported b...
Sun, 10 Oct, 2021 at 9:23 AM
Adding Crypto (Exchange/Wallet)
Our ultimate goal is to simplify our users' life, and whenever possible we want to limit the manual inputs required to add or update Investments.  To ...
Sun, 10 Oct, 2021 at 10:06 AM
Adding Precious Metals
To add Precious Metals, select Add Holding, then Investment -> Commodities (Holding Class) -> Precious Metals (Holding Type). First, you need to give...
Sun, 10 Oct, 2021 at 10:03 AM
Updating an Investment
You can update your Investments by adding Transactions and Valuations (if they are not automatically updated). From your Home page, if you select Holdings ...
Tue, 7 Sep, 2021 at 12:48 PM
Closing an Investment (sale)
If you have sold an Investment, you can account for the sale in either one of two ways, depending on the Investment. 1) If it's a Position with automa...
Sun, 3 Oct, 2021 at 9:31 PM
Closing an Investment (write-off)
If you have a non-performing Investment, which has no longer any value, you can close it with a valuation equal to zero. In the overview page of the Investm...
Sun, 3 Oct, 2021 at 9:30 PM