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FAQs
How does the onboarding process work?
How does the Magic Box work?
How do I Delete My Data from Vyzer?
What if I need more features than the Starter Plan offers?
What features are included in the free Starter Plan?
Is there a mobile app available for your platform?
What is the onboarding process for Vyzer and how can I get help setting up my account?
Can I export my data from Vyzer?
How much does the Vyzer cost?
What if you can’t integrate with my investment platform?
How does Vyzer integrate to my financial institutions?
How does Vyzer compare to other tools and platforms?
What makes Vyzer a better option than doing things on my own?
What assets can I track on Vyzer ?
What is Vyzer?
How do I cancel my account?
Can I change the class or category of an asset?
Can someone walk me through a demo?
Which countries does Vyzer work in?
How do I export my data?
How does the VIP sync work?
How do I downgrade my membership?
What is Vyzer's demo account?
How do I add an "Interest Only" loan?
What is "Role Management"?
What are Vyzer's different support levels?
What types of reports can I export?
What level of security does Vyzer have?
How do I sign up and log into Vyzer?
How does the distribution schedule work?
What is a “read only” account?
How does the Cash on cash tracking work?
What type of notifications does Vyzer give me?
How do I add my first "item"? (asset/liability)
Can you invest in stocks through Vyzer?
Can I alphabetize the lists and export report?
How do I change my email address?
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What is Vyzer's "Community" section?
Vyzer's Referral Program
Can I subscribe without disclosing my personal details?
How can I ensure my personal details are not disclosed when using Vyzer?
How do I sync with a private investor portal?
How do I track whole life insurance on Vyzer?
How does the K-1 Tracker work?
Personal Financial Statement (PFS)
How to use filters in Vyzer
Guide to Using Performance Reporting in Vyzer
Why are dates only month/year vs exact date?
How do I add publicly traded holdings to Vyzer?
How does "Closing" an asset affect my net worth?
What it considered Vyzer's "Setup Period"?
How do Roles and Permissions work?
How to Manage Multiple Portfolios in Vyzer
How to Bulk Edit Items in Vyzer: A Step-by-Step Guide
How to set custom classes in Vyzer?
Using the Allocate By Feature in Vyzer
Holding Entities Management: Organize Your Assets and Liabilities
How do I remove an item (asset/liability)
How to Track Capital Calls Using the Commitments Report and Filter
2025 Pricing Update