Product Documentation
Guides and references for customers using FI Tracker
Documentation
Getting Started
Your Dashboard
Meet Your Copilot
Plan Your FI
Update Your Portfolio
Transactions
Manage Assets
Thesis
Understand Performance
Why This App
Support FAQ
Email Preferences
Realtime Portfolio Tracker
Getting Started
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Getting Started
Welcome to the FI Tracker documentation!
Overview
FI Tracker is a comprehensive portfolio management system for tracking crypto, equities, and other assets.
Start Here
- Meet your guide: Your FI Copilot
- Plan your milestones: Plan Your FI Milestones
- Review your dashboard: Your Dashboard
- Keep it updated: Update Your Portfolio
- Log trades with chat: Track Transactions
Learn More
- Go deeper on Manual Transactions
- Understand Asset Management
- Capture your Investment Thesis
- Analyse results with Performance Insights
- Check the FAQ whenever you need a quick answer
Direct Links
Paste any of the following URLs to jump straight to a guide:
/docs/getting-started.md/docs/meet-your-copilot.md/docs/plan-your-fi.md/docs/your-dashboard.md/docs/update-your-portfolio.md/docs/transactions.md/docs/manage-assets.md/docs/thesis.md/docs/understand-performance.md/docs/why-this-app.md/docs/support-faq.md