Urvin Finance

Feature Features pt. 6- The Portfolio

Feature Features—The Series

If we could use one word to describe our hope for the Urvin platform, it would be “friendly.”

User-friendly
Investor-friendly
Data-friendly

What can we say? We just like people.

And that’s exactly why we want you to have an intuitive platform at your fingertips, one that connects the dots between your investments and your ambitions, between your communities, and your quest to learn more.

Over the next few weeks, we’ll be rolling out a series of features offering a closer look at each of the Urvin platform’s unique features. We’re calling our new series Feature Features.

(We tossed around a few better series titles, but…well…here we are.)

Our goal, as always, is to keep things super friendly and super informative by giving you the lowdown on each platform feature:
What it is;
How it works;
What you can do with it; and
What makes it so cool.

Think of this as the user’s manual for your Urvin vehicle. Now let's hit the road.
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Portfolio

What It Is

Real-time tickers and detailed research and news on all of your positions, across brokerage accounts and crypto wallets, all in one place.

Where It Is

Click the down arrow next to My Hub. The first thing you’ll see is your Portfolio.

How It Works

Automatically connect multiple brokerage accounts and crypto wallets to your Urvin Account. Manually enter self-reported portfolios. Then view all the tickers and data in real time on your Portfolio.

What You Can Do With It

Automatically connect your brokerage accounts and crypto wallets to Urvin.
Use self-reporting to connect additional accounts and assets.
View everything in your personal portfolio in a single, user-friendly dashboard.
Filter your portfolio to toggle between connected accounts, self-reported assets, and the securities that you’ve added to your Watchlist.

Why It’s So Cool

You can add securities to your Portfolio from literally anywhere on the site. Whether you’re reading an interesting news story, posting in a community, or taking a deep dive on the real-time data, you’ll see our ticker tabs. When you do, just hit the (+) and it’ll show up right here in your Portfolio.