Link your assets to track them in InvestMates
Comprehensive articles on how to best use portfolio features to strengthen and optimize your portfolios
Helpful articles to get things done
This section helps users manage their investment portfolios, link accounts, understand portfolio health, and make improvements to their portfolio performance.
This section provides guidance on how to set and manage your financial goals within the platform, customize them based on your preferences, and track progress.
This section helps users manage their investment portfolios, link accounts, understand portfolio health, and make improvements to their portfolio performance.
The Family Portfolio feature allows you to manage and track multiple family members' investments in one unified dashboard. You can add real family members by sending invitations to link their accounts or add virtual members by manually entering their asset details.
At InvestMates, we understand that your financial data is sensitive, and we are fully committed to protecting your privacy and securing your data at all times. Below is a brief overview of how we protect your data every step of the way: