Core Functionality

Keep your portfolio updated so you can monitor your investments and make buying and selling decisions based on your rules.

Sub-Section 1: Unrealized Gains

View and track the progress of your current investments here.

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Sub-Section 2: Roboadvisor

To make informed investment decisions, it's important to keep track of the current value of your portfolio and get a good overview of investment recommendations based on your goals and risk tolerance. Roboadvisor can help with this.

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Subsection 3: Realized Returns

Assess how your actual returns have performed, taking into account both gains and losses.

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Fast Track Your Mastery

Learn the principles behind our systems and build together with us in our new “Making Of…” YouTube series (coming soon!) designed to help you go from zero to hero with our tools.

If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.


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