Add, edit, delete & close Investments

Deleting an Investment
You can delete any of your Holdings (Investments, Cash or Loans) by selecting Holdings on your Home page. You will be directed to your Holdings table, where...
Tue, 7 Sep, 2021 at 1:59 PM
Reopening an Investment
Once an Investment is closed, it is no longer visible in the menu on the left. You can find all your closed investments in your Holdings table and if you cl...
Sun, 3 Oct, 2021 at 9:40 PM
Adding Crypto (Connecting Exchange/Custodial Wallets)
You can connect crypto exchanges and wallets to Exirio by selecting the '+' button and then "Connect Crypto Exchange".  Followin...
Wed, 11 Aug, 2021 at 3:21 PM
Adding a retirement/pension plan manually
When adding a retirement/pension plan manually, you will need to follow an additional step when accounting for the return your investment has generated du...
Mon, 21 Mar, 2022 at 3:10 PM