LEARNING HUB

Playbooks

One screen, one metric, one job — 12 short workflows for things you would actually do in the app, each with a checklist to tick off and a small tool to try first.

  • P1

    Add your first holdings by hand

    One holding, recorded purchase by purchase, and a cost basis you can trust from the first day.

    PORTFOLIO → ADD AN ASSET · FREE · 5 STEPS

  • P2

    Import a portfolio from CSV

    A whole portfolio in one go — after checking the three columns that cause most bad imports.

    PORTFOLIO → ADD AN ASSET → IMPORT A CSV · INVESTOR · 6 STEPS

  • P3

    Set up your dividend calendar

    See what's coming — and know which dates on it are declared and which are estimates.

    DASHBOARD → CALENDAR WIDGETS · INVESTOR · 5 STEPS

  • P4

    Set an income target you'll actually hit

    Start the target from what your holdings are expected to pay, then watch the gap rather than the wish.

    DASHBOARD → BAR CHART (DIVIDENDS RECEIVED) · INVESTOR · 5 STEPS

  • P5

    Read your portfolio health score

    Four measures, four weights, one number — and how to find the measure that's actually moving it.

    DASHBOARD → PORTFOLIO HEALTH · INVESTOR · 5 STEPS

  • P6

    Run your first screen

    Turn “I should probably buy something” into a shortlist you can defend.

    SCREENER · FREE · 5 STEPS

  • P7

    Build and use a watchlist

    A place for ideas to wait, each with a written reason, so the waiting does some work.

    DASHBOARD → WISHLIST · INVESTOR · 5 STEPS

  • P8

    Do a monthly portfolio review

    The same four figures on the same day each month, and one written sentence on what changed.

    DASHBOARD → OVERVIEW WIDGETS · FREE · 5 STEPS

  • P9

    Handle a holding in another currency

    Two prices move an overseas holding. How to see each one, and why your gain includes both.

    PORTFOLIO → HOLDINGS TABLE · FREE · 5 STEPS

  • P10

    Fix a cost basis after a split or corporate action

    The app doesn't adjust for splits. The edits that put the shares right and leave the cost alone.

    PORTFOLIO → HOLDING → PURCHASED · FREE · 6 STEPS

  • P11

    Chase a dividend that didn't appear

    Missing, not due, not yours or not yet paid: which it is, and where to look.

    PORTFOLIO → HOLDING → DIVIDENDS · FREE · 5 STEPS

  • P12

    Read your AI portfolio report

    Six sections, each written from something specific — and what to check each one against before you believe it.

    DASHBOARD → PORTFOLIO REPORTS · INVESTOR PRO · 5 STEPS