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How-to guides & FAQs

Step-by-step tutorials for getting the most out of PSVTracker. Click any guide to read it.

Getting started

How do I create an account? How do I import sample data? How do I add an investment manually? How to edit an investment?

Importing & connecting data

How do I upload my own CSV/Excel file? How to import your transactions? How to add a transaction? How to create a connection for automated imports? How to add connection settings to investments?

Performance & analytics

How to review the Performance page How to review Investment Details How to review Returns Over Time How to review Net Cashflow How to review Expected vs. Actual How to review Portfolio Value How to review Equity Holdings How to review Investments by Asset Class, Entity, or Sponsor

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How To: Review Investment Details

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How To: Review Returns Over Time

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How To: Review Portfolio Value

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How To: Review the Performance Page

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How To: Review Investments by Asset Class, Entity, or Sponsor

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How To: Review Equity Holdings

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How To Import Your Transactions?

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How To: Review Expected vs Actual

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How To: Review Net Cashflow

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How to add connection settings to investments?

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How to edit an investment?

How do I edit an investment?

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How to add a transaction?

How do I add a transaction?

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How to create a connection for automated imports?

How do I create a connection for automated imports?

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How do I create an account?

Create an Account

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How do I import sample data?

J Dibs 5/28/19 J Dibs 5/28/19

How do I upload my own CSV/Excel file?

J Dibs 5/28/19 J Dibs 5/28/19

How do I add an investment manually?