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FAQs

Getting Started

  • How do I create an account?

  • How do I import sample data?

  • How do I upload my own CSV/Excel file?

  • How do I add an investment manually?

  • How do I create a connection for automated imports?

Managing Data

  • How do I add a transaction?

  • How do I edit an investment?

  • How do I delete a transaction or investment?

  • How do I create a connection for automated imports?

  • How do I add or edit a Entity or Account?

Performance & Reports

  • How do I see my Portfolio Value Over Time graph?

  • How do I see my Net Cashflow graph?

  • How do I compare Expected vs Actual returns?

  • How do I see Investment Details and Expected Returns to my Future Returns?

  • How do I track my Returns Over Time?

  • How do I track equity exposure across ETFs?

Account & Security

  • How do I reset my password?

  • Is my data secure?

  • How do I enable 2FA, 2 factor authentication

  • How do I export all of my data?

  • How do I delete my account?

1. Create Your Account 🎉

  • Open your browser and head to app.psvtracker.com.

  • Hit Create Account.

  • Enter your Email + Password (and confirm it).

  • Agree to the Terms of Service & Privacy Policy.

  • Click Create Account.

  • Check your inbox, grab the verification code, and drop it in.
    ✅ Boom! You’re officially in. Welcome to PSVTracker.

2. Import Sample Data (The Fast Way) ⚡

  • On the “Let’s Get Started” page, click Import Sample Data.

  • Confirm with Begin Sample Import.

  • Watch the Import Status pop up in the bottom corner.

  • You’re importing our handy PSVT_Import_Template.xlsx (great guide for your own files).

  • Click See Results to download your import report.
    🎯 You’re now on the Portfolio Page—your central hub for all investments.
    👉 Next stop: check out the Performance Page to see your data come alive in charts & graphs!

3. Import Your Own Data (Manual Upload) 📂

  • Log in with your new account.

  • On “Let’s Get Started”, click Import Your Transactions.

  • Download the template file (PSVT_Import_Template.xlsx).

  • Open it in Excel/Numbers, fill in your own transactions:

    • Add at least one field with a value (e.g., Contribution, Profit, Return).

    • “Comments” and “Asset Class” are optional.

    • Don’t shuffle columns! Keep the format clean.

    • Date format: DD/MM/YYYY preferred.

  • Save your updated file as .xlsx, .xls, or .csv.

  • Drop/upload it right back into PSVTracker.
    🎉 Success—your data is now in the system.

4. Add an Investment (Manually) 🏗️

  • Log in, head to the Portfolio Page, and click + Investment.

  • Fill in the required fields: Name, Entity, Account, Asset Class, Exp. Start Date.

  • Pro tip: the more details you add, the smarter your insights. (Remember: garbage in, garbage out 😅)

  • Save and watch your investment show up in your portfolio.