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Help Center
Positions & Transactions
Quick Guides
Client & Account Management
General
Admins only
Positions & Transactions
General
Uploading assets
Admins only
Analytics
General questions
Accounts
Connections
Security
Terminology
Insights
Positions & Transactions
General
How do I export a portfolio?
How do I edit or delete transactions?
What is the difference between positions & transactions?
What types of assets can I input into illio?
Uploading assets
What is the correct order for uploading positions and transactions?
How do I upload my positions / holdings?
How do I upload my trades / transactions?
Why are my positions and transactions appearing incorrectly?
How do I automatically upload my positions and transactions?
How do I manually upload my positions and transactions one by one?
How do I manually upload my positions via Excel?
How do I connect to my crypto currency wallet or exchange?
How do I add a new OTC instrument?
Can I upload pensions?
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Admins only
What can I do on the Manage Custom Assets page?
How do I add transactions?
What can I do on the Positions page?
How do I import transactions?
What can I do on the Transactions page?
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