Help Center

Your portfolio summary is displayed on the Dashboard. Click on Assets in the sidebar to see a detailed breakdown of all your investments by category.

Go to the Goals section and click the "Add Goal" button. Fill in your goal details including name, target amount, and deadline.

Your data syncs automatically when you access the platform. Asset prices are updated daily by your advisor.

Asset prices are typically updated once per day. The exact timing depends on your advisor's schedule. You can see when data was last updated by the "As of" timestamp on each screen.

Assetsfere supports stocks, bonds, mutual funds, ETFs, real estate, cash accounts, and alternative investments. Your advisor manages which assets appear in your portfolio.

You can reach your advisor through your investment firm directly. Their contact information should be available through your firm's website or the materials they provided when you opened your account.

Go to Settings > Security > Change Password. You'll need to enter your current password and then create a new one that meets our security requirements.

Go to Settings > Account to update your name and other personal information. Some information may be managed by your advisor.

Yes. We use industry-standard encryption to protect your data both in transit and at rest. Your login sessions are secured, and we never share your personal information without your consent.

Try refreshing the page. If the data still appears outdated, check your internet connection. Asset prices update daily, so recent market changes may not be reflected immediately.

Make sure you're using the correct email and password. If you've forgotten your password, click "Forgot Password" on the login page. If you continue to have issues, contact support.

If you notice any discrepancies in your portfolio data, please contact your advisor or our support team. Do not make investment decisions based on data that appears incorrect.