Hey there, thanks for joining us!
We're going to get you started with two simple steps:
Step 1
Use our Magic Box. The Magic Box is where you throw any type of financial document into. This can be a spreadsheet, an investment statement, an investment agreement - anything goes into our Magic Box.
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.
We're here 24/7 to support you throughout the whole process.
Good luck and have fun using Vyzer!