Welcome to Portfolio Intelligence! Here are resources to get started.
- Getting Started Guide
- Statement Extraction FAQs
- Risk Tolerance Questionnaire
- Magic Ticker Fill
- Load Best-Fit Model Methodology
Don't hesitate to reach out if you have any questions, we love improving the YourStake toolset in response to your experience.
Please feel free to use the calendar link here to find a time that works best for you.
Our team will guide you through the site and provide best use cases as you navigate the features that you have access to.
Introduction to Portfolio Intelligence: How To Use the Platform for Growth
In the meantime, please give the video above a watch to help get you started and feel free to use this sample statement PDF for your first upload as you get familiar with the application.
Lastly, we'd love to have you on our podcast, YourStake YourStory to talk about your practice/book of business (how you got into the financial services industry, your offerings, how you manage your time/clients/etc).
If this sounds like something you'd be interested in, you can find a time that works best for you to record your session from our scheduling link here.