Help & Support
A quick guide to your research workspace.
How do I add investments?
Open Portfolio, then Transactions. Record a deposit followed by your purchases, including the executed units and total amount paid. You can also import a transaction CSV and review it before saving.
How do I explore a holding?
Select an asset in the Holdings list to open its summary, price chart, portfolio weight and investment slider. View all shows the complete list with units, values and valuation dates.
Where are news and filings for my portfolio?
In Portfolio, open Market Intelligence. Switch between News, Filings and Earnings below the sentiment and analyst charts.
What does a what-if scenario change?
Scenarios compare historical alternatives without changing your recorded investments. Results depend on the selected dates, available price and currency history, and the assumptions shown alongside each calculation.
Why is a number missing or different from my broker?
Portafel shows the available market data and your recorded transactions. Prices may have different timestamps; missing history, currency conversions, unrecorded fees or distributions can affect the comparison. Check the valuation dates and coverage notes first.
How do I change account preferences?
Use Settings at the bottom of the sidebar for your account preferences. If you cannot sign in, use the password recovery link on the sign-in page.