When you sign up to illio, after you have set up your portfolio name and currency, you will see the Add Investment screen. Here, you have 3 ways to upload your positions:
- Automatically via a broker through Plaid, Yodlee or our direct connections
- Manually using our Excel template
- Manually one by one
Make sure to add any existing positions before adding your transactions! The reverse could result in a negative balance on your account.
For more information on the order in which you should upload assets and why this is important, please click here.