EN Frequently Asked Questions about Portfolio 360°
What is Portfolio 360°
Portfolio 360° is an advanced tool for tracking your financial assets and monitoring the performance of your investments in real time. It allows you to view your portfolio comprehensively, with detailed information on profits, losses, and distributions, whether you are a beginner or a professional trader.
Is the Portfolio free, or does it require a subscription?
You can use one free Portfolio 360° instance on Arincen. To unlock more portfolios, you can upgrade to the paid plans (Plus/Premium). The free portfolio wallet allows you to track up to 20 transactions, with live data and real-time updates.
What platforms can the portfolio be accessed from?
The portfolio is available on the web, as well as the Arincen smartphone app, allowing you to track your portfolio at any time, anywhere.
What types of assets can be tracked within the portfolio?
The portfolio supports all asset classes available on Arincen, including forex, stocks, indices, commodities, cryptocurrencies, and ETFs.
Can I create multiple portfolios?
Yes, you can create multiple portfolios to track different strategies or asset classes, with each portfolio displaying independent data. The first portfolio is free; more than one requires a paid subscription.
How can I view the profits or losses in my portfolio?
The portfolio features a special section called "Statement," which displays your total balance, current profits and losses, and the percentage change. You can also view details for each asset individually or by asset type.
Is the portfolio data real-time?
Yes, prices and changes are updated almost instantly, with the option to set alerts for notifications when a specific price or profit/loss is reached.
How are profits and losses calculated?
Profit and loss are calculated automatically in comparison to the purchase price of each asset, and include any distributions or fees recorded in the portfolio.
Is my portfolio data private only?
Yes, all your portfolio data is confidential and protected. No other user can access it unless you choose to share a specific link or report.
Can the portfolio be used on a mobile phone with the same features available on the web?
Yes, most features are available on the mobile app, including asset addition, performance monitoring, and price alerts. Some advanced features, such as detailed reports, may be more easily accessed on the web.
Can I manage multiple portfolios?
Yes, each user can manage multiple portfolios to pursue different goals or strategies. Each portfolio is independent and displays real-time updates for all its assets.
What is the difference between the “Portfolio” and “Statement” tabs?
The Portfolio displays your open trades, overall performance, and accompanying charts.
The Statement functions as a bank account, tracking every financial transaction, including deposits, withdrawals, closed deals, fees, and taxes, with automatic and continuous synchronization of all data.
How do I add my first deal?
Click “Add Trade” and enter the asset name, quantity, entry price, and transaction date. Unrealized profit/loss data, purchase cost, and current value will then be displayed, along with real-time charts.
How does the portfolio calculate profits and losses?
The control panel automatically calculates the current value of the purchase, daily profits or losses, unrealized profit, total return, and purchase cost, and all data are updated in real-time.
How can I benefit from portfolio statistics?
You can go to the statistics icon to view: top earners and losers, net worth by assets, sector allocation, and market exposure. The charts help you identify strengths and weaknesses and achieve a balanced portfolio.
Can I close deals easily?
Yes, you can close any open trade at any time. Upon closing, you will be taken to the Statement tab to review your realized profits, fees, and tax information.
How do I track the performance of closed trades?
In the Statement tab, you can view your net worth, realized profits and losses, gross profit, balance, fees, and taxes for each closed trade, providing a comprehensive view of your trading history.
How do you control the flow of funds in your portfolio?
When you open a new trade, the deposit is automatically recorded if you don't have sufficient funds. The portfolio enables you to accurately manage deposits and withdrawals accurately, ensuring your capital is always accurately reflected.
Can tax and currency settings be controlled?
Yes, you can manage taxes per transaction or calculate them annually, and view earnings in your preferred or local currency to ensure an accurate view of the true value of your profits.
Why is the portfolio called 360°?
Because it gives you a comprehensive view of everything: open and closed trades, deposits, taxes, asset allocation, and currencies, it provides a comprehensive and honest assessment of your performance, without any blind spots.
How can I review all financial transactions?
Go to the Statement tab to review all deposits, withdrawals, closed trades, fees, and taxes. All data is automatically synchronized with your portfolio to ensure complete transparency.