Portfolio Performance Tutorial (Free Investment Portfolio Tracker)

🟢 STOCK BROKERS
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🔵 TRADING 212 → https://go.smartmoneywithkai.com/trad...
Get free fractional shares worth up to €/£ 100 with my sponsored link. Or use code KAI in the app to claim your free fractional shares. Terms apply. Disclaimer: When investing, your capital is at risk, and you may get back less than invested. Past performance doesn’t guarantee future results. Other fees may apply. See terms and fees.

🔵 INTERACTIVE BROKERS → https://go.smartmoneywithkai.com/ibkr
Low fees, 150+ global markets, and world-class research tools. Perfect for serious long-term investors.

🔵 ETORO → https://go.smartmoneywithkai.com/etoro
Get up to $500 in Free Assets. Sign up, verify, and deposit to claim your bonus. Available for new users in eligible countries (Most of Europe & GCC). Terms apply. Disclaimer: Investing involves risk. Your capital is at risk. Not investment advice.

🔵 LIGHTYEAR → https://go.smartmoneywithkai.com/ligh...
Use my link or code KAI to get up to €100 in a fractional share or ETF in your personal account. Capital at risk. Terms apply: lightyear.com/signup-promotion-terms. Valid for new users who complete onboarding and deposit at least €100. The reward can be withdrawn 6 months after it’s credited.

🔵 FIND YOUR RIGHT STOCK BROKER → https://go.smartmoneywithkai.com/brok...
Confused where to start? This quiz will help.



🟢 RESEARCH & PORTFOLIO TRACKING
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🔵 SEEKING ALPHA → https://go.smartmoneywithkai.com/seek...
My go-to stock research tool. Grab it with my special discount.

🔵 SEEKING ALPHA PICKS → https://go.smartmoneywithkai.com/alph...
Stock picks that outperformed the market. Discounted via my link.

🔵 SEEKING ALPHA BUNDLE → https://go.smartmoneywithkai.com/seek...
Best value: Premium + Alpha Picks at the lowest price available.

🔵 SNOWBALL ANALYTICS → https://go.smartmoneywithkai.com/snow...
Powerful Portfolio & Dividend Tracker. Get 10% discount with my link or use code KAI.

🔵 DELTA → https://go.smartmoneywithkai.com/delta
Track your stocks, crypto, and net worth in one place.



🟢 EARN HIGH INTEREST
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🔵 BONDORA → https://go.smartmoneywithkai.com/bondora
Earn 6% interest, withdraw anytime. Get a €5 Bonus with my link.



🟢 CRYPTO TOOLS
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🔵 LEDGER → https://go.smartmoneywithkai.com/ledger
Get $10 in free Bitcoin with your purchase. The hardware wallet I use for self-custody of my crypto.

🔵 NEXO → https://go.smartmoneywithkai.com/nexo
Earn up to 14% interest on your crypto.



🟢 FREE RESOURCES
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🔵 See My Entire Investment Portfolio (Updated Live) → https://go.smartmoneywithkai.com/my-p...
🔵 Budget & Net Worth Tracker → https://go.smartmoneywithkai.com/net-...
🔵 Subscription Tracker → https://go.smartmoneywithkai.com/subs...
🔵 Compound Growth Calculator → https://go.smartmoneywithkai.com/comp...
🔵 ETF Fee Calculator → https://go.smartmoneywithkai.com/etf-...
🔵 Retirement Calculator → https://go.smartmoneywithkai.com/reti...
🔵 Emergency Fund Calculator → https://go.smartmoneywithkai.com/emer...



🟢 CONNECT WITH ME
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🔵 All My Favourite Tools → https://go.smartmoneywithkai.com/links
🔵 Book a 1-on-1 Call → https://go.smartmoneywithkai.com/call
🔵 My Free Weekly Newsletter → https://go.smartmoneywithkai.com/news...
🔵 Instagram → https://go.smartmoneywithkai.com/inst...
🔵 Email → hi@smartmoneywithkai.com



Disclaimers. I am not a financial advisor. This video, and the ideas presented in it, are for entertainment/educational purposes only and should not be construed as financial or legal advice. You, and only you, are responsible for your investment decisions. This video, post & article should not be construed as investment advice. Capital at risk.
Affiliate Disclosure: This description contains some affiliate links, meaning that I may earn a small commission if you click through and use these links, at no additional cost to you. IBKR disclosure: https://go.smartmoneywithkai.com/ibkr...


You can download Portfolio Performance here https://www.portfolio-performance.inf...


⏰ TIMESTAMPS ⏰

00:00 Portfolio Performance Tutorial Intro
00:59 Importance of Tracking Your Investment Portfolio
02:12 Getting Started with Portfolio Performance
04:05 How to add a Stock to Portfolio Performance
05:55 How to add Crypto to Portfolio Performance
06:40 How to add logos to your investment assets
07:30 How to add Stocks to your Portfolio Performance holdings
08:17 How to add Crypto to your Portfolio Performance holdings
09:43 How to track alternative assets (such as Watches) in Portfolio Performance
10:10 How to add Dividends to Portfolio Performance
11:20 Setup Taxonomies & Asset Classes
13:45 Charts, Reports & Analytics in Portfolio Performance
17:11 Why & How I use Portfolio Performance