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. Enter the stock ticker symbol or search for the company name
  4. Enter the number of shares you own
  5. Enter the purchase price per share
  6. Enter the purchase date
  7. Optionally, add any notes about this investment
  8. Click Add Stock to save

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 dropdown or search
  4. Enter the amount you own
  5. Enter the purchase price
  6. Enter the purchase date
  7. Optionally, add the wallet address or other notes
  8. Click Add Crypto to save

Adding Bonds

To add bonds to your portfolio:

  1. Navigate to the Bonds section from the sidebar
  2. Click the Add Bond button
  3. Enter the bond name or identifier
  4. Enter the face value
  5. Enter the coupon rate
  6. Enter the maturity date
  7. Enter the purchase date and price
  8. Click Add Bond to save

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 address
  4. Select the property type
  5. Enter the purchase price and current value
  6. Enter mortgage details if applicable
  7. Enter rental income if applicable
  8. Click Add Property to save

Adding Cash/Fiat

To add cash or fiat currency to your portfolio:

  1. Navigate to the Fiat section from the sidebar
  2. Click the Add Fiat button
  3. Select the currency
  4. Enter the amount
  5. Select the account type (e.g., Checking, Savings)
  6. Enter the interest rate if applicable
  7. Click Add Fiat 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.