Vyzer is designed to encompass all aspects of a family's financial portfolio, recognizing that public market holdings are a crucial component of such.
There are two primary methods to add publicly traded holdings (stocks/bonds) into Vyzer:
Sync a Brokerage Account:
Click the "Add Asset" button and select "Sync bank & brokerage accounts."
Choose the institution where your brokerage account is managed.
Enter your credentials to securely retrieve the accounts.
Your accounts are now added to Vyzer!
Navigate to the specific account's page to see the breakdown of your holdings within each account.
Add Manual Ticker Symbols:
For brokerage accounts that cannot be synced or if you prefer not to sync an account, you can add your holdings one ticker at a time.
Go to "Add Asset" and select "Add manually."
In the pop-up window, select "Public markets" and then "Tickers."
The process is straightforward: select each ticker and the quantity.
You'll notice the price per share and the most updated value of your position appear—these prices are constantly updated.