So you’re looking to bring your portfolio into the Rask app? You’ve got a few ways to do it, depending on what you already use.
What you can do with your portfolio in Rask
Once your portfolio is in Rask, you can typically:
- See your total portfolio value and how it’s changing over time
- Review holdings, allocation, and performance
- Add or import trades (manual portfolios)
- Keep notes alongside your investing decisions (investment notes)
Which option should you choose?
- Navexa: best if you already use Navexa and want an automated connection.
- Sharesight: great if you’re already in Sharesight (availability may vary).
- CSV importer: best if you have a spreadsheet export and want a fast import.
- Manual wizard: best if you want to add trades manually over time.
Options
- Portfolio dashboard
- Tracking your portfolio
- Navexa
- Sharesight
- CSV importer
- Manual wizard
- Investment notes
Common gotchas
- Your portfolio looks empty: make sure you’ve created a portfolio and imported/added at least one trade or holding.
- Numbers don’t match another app: check whether you’ve imported fees, FX, and the correct trade dates.