FAQs
By Martin1 author68 articles
- How does the onboarding process 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 in Vyzer and who can use it?
- 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?
- 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
- Can I enter an exact date?
- How do I add publicly traded holdings to Vyzer?
- How does "Closing" an asset affect my net worth?
- What is 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
- How do I remove an item (asset/liability)
- How to Track Capital Calls Using the Commitments Report and Filter
- Understanding Notifications in Vyzer
- How to Edit an Item (Asset or Liability) in Vyzer
- Trends Graph: An Overview of Historical Investment Performance
- Managing Your Synced Institutions
- Vyzer AI Insights: Security & Privacy Guide
- Maximize Your Financial Insights with Vyzer AI
- How to Set Your Default Portfolio View in Vyzer
- How does the Vault work?
- The Vault: Your Complete Document Management Center
- How does Vyzer handle loans linked to assets?
- Entities: Visualize and Manage Ownership Across Your Portfolio