Importing the category structure
* CSV Template
* Example
The file contains the following columns:
* Parent
Snowball Team
Portfolio rebalancing: how to balance your portfolio?
💡Portfolio rebalancing is a tool, based on your categories and
Internal rate of return: what it shows and how it is calculated
Usually, the investor deposits or withdraws various amounts to/from
Custom assets
Custom assets aim to consider any investments that are not
What does the Portfolio Value graph show?
Here you can see two types of charts - Portfolio