Add, edit, delete & close Investments
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
If you add a real estate Holding, you can locate it on Google Maps and include the details of the mortgage - if you have one. If you do, Exirio automaticall...
Fri, 27 May, 2022 at 11:15 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 c...
Sun, 10 Oct, 2021 at 10:03 AM
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 a...
Sun, 25 Jun, 2023 at 9:19 AM
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, 5 Dec, 2021 at 9:28 AM
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 a...
Sun, 10 Oct, 2021 at 10:06 AM
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
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
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 automat...
Sun, 14 Aug, 2022 at 5:02 PM
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, 14 Aug, 2022 at 5:02 PM