Portfolio Management
Portfolio Creation
When you first log in, AV will automatically create your first portfolio with a name that you choose.
To create additional portfolios, visit the portfolio management drop down menu on the top right of the application. This menu also enables you to restore portfolios.
Portfolio Access
When you access AV via a web browser, the local storage and access to a portfolio is specific to a computer and browser. When you access AV via the installed application, the local storage and access to a portfolio is specific to that application on that computer.
To access your portfolio on a different computer or a different browser, you may:
- use AV's cloud; or
- create a local backup copy of your database and then restore from wherever you make the local copy available.
AV Cloud Backup
The default setup is to automatically backup each of your portfolios to AV's cloud. You are able to restore your portfolio from wherever you choose.
In Settings>Data, you can invoke a back up of your portfolio to AV's Cloud.
Local Backup
In Settings>Data, you can create a local back up copy of your portfolio. This process will create an encrypted .bak file that you can download through your browser. This process enables you to put an additional layer of protection on the file by setting a Passphrase.
Settings Import/Export
In Settings>Data, you can import and export just the Settings data of your portfolio. This is useful in creating a new portfolio that duplicates only the settings from an existing portfolio (i.e. your investment data is not included in the export).
Delete Portfolio
In Settings>Data, you can delete your portfolio. If you use multiple browsers or multiple machines, you must delete your data cache from each browser on each machine to ensure all remnants of your AV data are completely destroyed. See Security for more information.
Rename Portfolio
In Settings>General, you can rename your portfolio.