EptaWealth

Investment Guide

Adding and Managing Investments

This guide will walk you through the process of adding and managing different types of investments in your EptaWealth account.

Adding Stocks

To add a stock to your portfolio:

  1. Navigate to the Stocks section from the sidebar
  2. Click the Add Stock button
  3. Search for the stock by ticker symbol or company name
  4. Select the stock exchange
  5. Enter the number of shares you purchased
  6. Enter the purchase price per share
  7. Enter the purchase date
  8. Click Add to save. The transaction is automatically recorded as a capital inflow.

Adding Cryptocurrency

To add cryptocurrency to your portfolio:

  1. Navigate to the Crypto section from the sidebar
  2. Click the Add Crypto button
  3. Select the cryptocurrency from the list or search by name
  4. Enter the amount you purchased
  5. Enter the purchase price
  6. Enter the purchase date
  7. Click Add to save

Adding Fiat and Savings Accounts

To add a fiat or savings account:

  1. Navigate to the Fiat section from the sidebar
  2. Click the Add Fiat button
  3. Select the currency
  4. Enter the account name and initial balance
  5. Enter the interest rate if applicable (for savings accounts)
  6. Click Add to save. Interest is calculated automatically based on your balance and rate.

Adding Precious Metals

To add precious metals to your portfolio:

  1. Navigate to the Precious Metals section from the sidebar
  2. Click the Add button
  3. Select the metal type (gold, silver, or platinum)
  4. Enter the weight and purchase price
  5. Enter the purchase date
  6. Click Add to save. Market values update automatically.

Adding Real Estate

To add real estate to your portfolio:

  1. Navigate to the Real Estate section from the sidebar
  2. Click the Add Property button
  3. Enter the property name and details
  4. Enter the purchase price and current estimated value
  5. Enter rental income if applicable
  6. Click Add to save

Editing Investments

To edit an existing investment:

  1. Navigate to the appropriate section (Stocks, Crypto, etc.)
  2. Find the investment you want to edit
  3. Click the Edit button (usually a pencil icon)
  4. Update the information as needed
  5. Click Save to update the investment

Deleting Investments

To delete an investment:

  1. Navigate to the appropriate section
  2. Find the investment you want to delete
  3. Click the Delete button (usually a trash icon)
  4. Confirm the deletion when prompted

Need More Help?

If you have questions about adding or managing investments, please contact our support team for assistance.