Getting Started
Take Control of Your Investments Today
The Challenge Most Investors Face
Fragmented Portfolios
Investments scattered across multiple brokers and platforms with no unified view.
Missing Records
No detailed history of purchases, sales, splits, and reinvestments over the years.
Analysis Paralysis
The task feels so overwhelming that you choose to do nothing at all.
Start Simple
You don't need perfect history to take control
Download Current Positions
Export your statement balances from each broker platform as Excel/CSV files.
- Share symbol/code and description
- Quantity or units held
- Current market value
- Exchange currency
Create Your Portfolios
Set up a portfolio in WV-App for each broker account you hold.
- Capture broker account numbers as references
- Create investor records for family members
- Link to Asset Groups
Import Your Balances
Upload the Excel/CSV files to automatically populate your consolidated view.
- Investments created automatically
- Statement balances loaded instantly
- Immediate consolidated visibility across all platforms
💡 Fix The History Later
Once you have visibility, you can gradually improve accuracy by importing historical transactions through bulk uploads, trade confirmation PDFs, or manual entry. But don't let perfect history stop you from starting today.
Ready to Start?
Take control of your investments in under 60 minutes.
No
complex history required.