With Vyzer, you can manage several investment portfolios in one place, aggregating all your financial data into a comprehensive dashboard. This saves you time and eliminates the need to log into different platforms.
Managing Multiple Portfolios within a Single Account: You can manage multiple portfolios, investment accounts, or holding entities within a single Vyzer account. Vyzer allows you to use filters to view and sort these portfolios separately as needed. This feature provides a comprehensive and organized way to oversee all your investments in one place.
Steps to Manage Multiple Portfolios:
Sync or Manually Add Additional Accounts: Sync multiple investment accounts to your Vyzer profile or create a new asset manually.
Specify Holdings: For each asset or liability, specify the holding entity or investment account it belongs to.
Use Filters: Navigate to the portfolio section and use filter options to select and view different portfolios or investment accounts. Adjust the filters as needed to organize and manage your investments efficiently.
Creating Completely Separate Portfolios: If you prefer to have completely separate portfolios that are not linked in any way, you will need to create a second Vyzer account. This option is ideal if you want to manage entirely distinct sets of investments independently. With our Role Management feature, you can quickly switch between separate portfolios and adjust access as needed without compromising security or control.