Which Investor Are You?
Find your path to portfolio control
How complete is your investment history?
↓
SCENARIO A
I Have Current Positions Only
You know what you own today but don't have historical
transaction records
SCENARIO B
I Have Some History
You have recent statements or digital trade confirmations
available
SCENARIO C
I Have Complete Records
You've kept meticulous records or have full digital history
Start Simple Path
- Download today's balances from each broker (Excel/CSV)
- Create portfolios in WV-App for each account
- Import balances to get instant consolidated view
- Begin tracking from today forward
- Add historical transactions later as you find them
Enhanced Setup Path
- Start with current balances (as in Path A)
- Import available transaction history in bulk
- Upload trade confirmation PDFs from recent years
- System auto-calculates cost basis and gains
- Fill gaps over time as you locate older records
Complete History Path
- Import full transaction history from all platforms
- Upload all trade confirmations (PDFs or paper)
- System reconciles everything automatically
- Get accurate performance analytics from day one
- Make informed decisions with complete data