Help Center

How can we help?

Ask about the public features, records, documents and sharing in Financial Portfolio. Follow each answer to a full help article.

Where would you like to begin?

Choose a question to send it straight to the Help Guide.

Help Center

Public product information only. Please do not enter passwords, account details or private financial information.

Help Guide

Hello. Ask me about getting started, records, documents or sharing. I answer from the public Help Center, and I cannot look up an account.

Full help articles

Every chat answer links to a page you can read and revisit.

Here when you need a starting point

Ask about the public features and resources, then follow the link to the full explanation.

Follow an answer further

Start with the public help article, then follow its links to the matching feature or tutorial.

Learn how to review and update a recorded value.

See the file types, limits and sharing steps.

Know the difference between an owner and a viewer.

Where can I get help with Financial Portfolio access?

Read the getting-access article or contact the team. Keep your initial enquiry brief and leave out private account or financial details.

Why are my wealth tracker values not updating automatically?

Most values in the current app are manually maintained. Automatic bank transaction imports are not available.

Start with what you have

You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.