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Help Center
General questions
Quick Guides
Client & Account Management
General
Admins only
Positions & Transactions
General
Uploading assets
Admins only
Analytics
General questions
Accounts
Connections
Security
Terminology
Insights
General questions
How do we adjust benchmarks to portfolio base currency?
Does illio work on all browsers or require a plugin/download?
What stock exchanges are supported by illio?
Does illio help prepare taxes?
Can I trade my securities on illio?
Is illio a regulated investment advisor?
Where does illio source instrument prices?
How does illio manage changes in exchange rates?
How often are instrument prices updated?
What are the breakdowns of the different geographical regions?
What does the "i" tell me?
How do I contact illio support staff?
Accounts
Can I change my password?
What if I didn’t get a confirmation email?
Connections
Why does illio have tested connections?
What types of assets can I connect to illio?
Can I connect to multiple brokers?
Does illio have integrations with brokers/custodians?
I couldn't connect my broker what now?
What if I can't find my brokerage?
What cryptocurrencies do you support?
Which brokers do you support?
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Security
Does illio sell my data?
Is my data encrypted?
When I cancel my subscription - what happens to my data?
Do you conduct external security audits?
What happens if illio servers are breached?
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Terminology
What does Alpha mean?
What is an Alternative Investment?
What is a Benchmark?
What does Beta mean?
What is meant by Beta adjusted?
What is a Bond?
What is a Broker?
What does Capital gain mean?
What is a Call Option?
What is meant by Cash and cash equivalents?
What are Commodities?
What is Compound Interest?
What does Credit mean?
What is a Credit Rating?
What does Credit Spread mean?
What is a Custodian?
What is the Dashboard?
What are Derivatives?
What are Dividends?
What is Distressed Debt?
What are Equities?
What is Fixed Income?
What does Forward looking mean?
What is a Fund?
What are Futures?
What does FX mean?
What is Gross Cost Price?
What is a Hedge Fund?
What are Historic Events?
What is Income?
What is Income tax?
What is an Index?
What is Interest?
What is Market Capitalization?
What is Market Price
What is the Net Cost Price?
What is Net Worth?
What are Options?
What is Performance?
What is Performance against a Benchmark?
What is a Portfolio?
What is Portfolio Risk?
What is Portfolio Structure?
What is a Position?
What is the Principal?
What is Private Equity?
What is Projected Income?
What does Profit and Loss (P&L) mean?
What is a Put Option?
What is a Real Asset?
What does Real Estate mean in investing?
What is a Return?
What is Risk?
What does Risk Asset class mean?
What is Scenario Analysis?
What is a Security?
What is a Stress Test?
What does "Transfer In" mean in the operation column on the Transaction page?
What does Total Return mean?
What does Total Wealth mean?
What are Unlisted Equities
What does Venture Capital mean?
What is Volatility?
What is Weighting?
What is Yield?
What is a Yield Curve?
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