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.
___________________
Portfolio Component
What It Is
Your personal portfolio at a glance, every time you sign on.
Where It Is
In the center of your Hub, just to the right of the Top Movers in Watchlist Component.
How It Works
The Portfolio Component shows quick summaries of:
Your Connected Portfolios;
Your Self-Reported Portfolios; and
Your Connected and Self-Reported Portfolios Combined.
What You Can Do With It
See the sum total of your investments at a glance
Take the shortcut to your full Portfolio where you can:
Auto-connect your brokerage accounts and crypto wallets
Use self-reporting to connect additional accounts and assets
View and filter all of your positions with a single, user-friendly dashboard
Why It’s So Cool
You get a quick, easy-to-read snapshot of your investments with real time value and daily movement
___________________________________
You can do a lot with My Hub, and all of it can be personalized based on your preferences and priorities.
That’s why the best way to learn is to begin exploring. We hope you find the platform fun, informative, and ultimately, empowering.
Use our Feedback form if you’ve got questions or comments.
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.
___________________
Portfolio Component
What It Is
Your personal portfolio at a glance, every time you sign on.
Where It Is
In the center of your Hub, just to the right of the Top Movers in Watchlist Component.
How It Works
The Portfolio Component shows quick summaries of:
Your Connected Portfolios;
Your Self-Reported Portfolios; and
Your Connected and Self-Reported Portfolios Combined.
What You Can Do With It
See the sum total of your investments at a glance
Take the shortcut to your full Portfolio where you can:
Auto-connect your brokerage accounts and crypto wallets
Use self-reporting to connect additional accounts and assets
View and filter all of your positions with a single, user-friendly dashboard
Why It’s So Cool
You get a quick, easy-to-read snapshot of your investments with real time value and daily movement
___________________________________
You can do a lot with My Hub, and all of it can be personalized based on your preferences and priorities.
That’s why the best way to learn is to begin exploring. We hope you find the platform fun, informative, and ultimately, empowering.
Use our Feedback form if you’ve got questions or comments.
... Show less