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Portfolio structuring

Professional portfolio planning mode

How you create a new portfolio

How to enter an existing portfolio

Share a portfolio

Portfolio settings

Create an aggregated portfolio

Edit portfolio name

Delete portfolio

Transactions

Introduction to transactions

Buy transaction/Sell transaction of ETF

Deposit/Withdrawal

Dividend payouts

Inactive ETF at liquidation/merger

Negative cash balance

Division of shares for an ETF (Split)

Portfolio analysis

Portfolio overview

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Performance

Risk cloud

Portfolio settings

Order list

How does the order list work

Recreate order list

ETF screener

Introduction to the ETF search

Watch your favourite ETFs: Introduction to watchlist

Portfolio simulation

How does the portfolio simulation work

Portfolio rebalancing

How does portfolio rebalancing work

Deposit/withdrawal with rebalancing

Portfolio monitoring

How does portfolio monitoring work

Set individual alerts

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