You can access your personal portfolio, by clicking on the "Personal portfolio" button in the top navbar.

From this page, you will see a summary of your assets, liabilities, income and expenses, as per the screenshot below.

You can click on any one of these boxes to review and add more information.

For example, within the assets section, you will see a diversified breakdown of all your assets, organised by their asset class.

If you click on any one of these asset classes e.g "Cryptocurrencies", you will be able to see a list of all your assets that sit within this asset class.

Likewise, you will be able to add more assets, by clicking on the "add button" in the top left hand corner.

At the time of writing, the functionality within the "Personal portfolio" area of the platform is primarily focussed on capturing and organising your data. 

Over the course of time, we're planning to continuously layer on more functionality and improvements, so you can gain meaningful insights about your personal wealth and plans for the future.