Investments, reports and GAIA
Review your portfolio, analyze results and talk with GAIA securely.
How do I add an investment?Record an investment account and its positions when they do not arrive through a connection.What does the Investments dashboard show?Review value, performance, movements, accounts, allocation and positions.Why is an investment's price or history missing?Review the position details and understand when Rank cannot build performance history yet.How do I use Reports?Switch between financial overview, expenses and income to analyze a period.How do I filter a report?Isolate an account, category, merchant, goal, tag or recurring charge.How do I start using GAIA?Set how you want to receive answers and ask questions about the information in your space.Why does GAIA ask me to confirm an action?Review any proposed change before allowing it to be applied in your space.