Hey there, thanks for joining us!
We're going to get you started with two simple steps:
Step 1
Use our Vault. The Vault is where you upload any type of financial document. This can be a spreadsheet, an investment statement, an investment agreement - anything goes into our Vault. You can access it from the Vault section in your left sidebar or by clicking + Add Asset and selecting "Import from files."
Our AI and team will translate those documents into assets, setting up your portfolio for you.
Step 2
Sync in your bank accounts so that Vyzer can identify transactions and link those transactions to assets, keeping those assets' performance updated live. That's it! You're good to go.
** You can also sync online portals that don't have APIs through our VIP syncing solution
We're here 24/7 to support you throughout the whole process.
Good luck and have fun using Vyzer!