Portseido Nov 2024 Update

What have been released?

Introducing The New Feature...

Notes for Transactions

• Recall why you decided to buy/sell any assets at that time?
• Is that a panic buy? a FOMO? Do you remember it?
• Wonder how you could stick more to your strategy?

Worry not! ... Portseido now has a "Note" feature for you!

• Add notes with transactions to log your thoughts or reasons when you made that trade.
• These notes will also appear on the chart, so you can easily refer back to them anytime on the "allocation" page.

How to use Notes?

1. Log-in to your Portseido account and Go to Transaction Menu.
2. Click edit (Pencil Icon) on the transaction you want to add note.

3. Click Save. And that's it!

4. For users that uploaded transactions via Google Sheet and XLSX file. Just add your text under the column called "Note" and the system will automatically import this field for you.

1. Note can be viewed from Home and Allocation Menu.
2. Click on the ticker of the asset. The popup will be displayed.
3. Check the chart annotation. Note will appear as one of the infomations there.

More brokerage supports - We have added more brokerage support as follow:

What to be released in Nov 2024?

Things we are working on... It won't be long!

• Custom Asset
• Brokerage Connection

Improving our tools to suit your financial needs is our priority. We appreciate you choosing Portseido as your partner in this financial journey.

Happy Investing!

The Portseido Team