Data Automation
Get all your wealth data in one place.
- How to import holdings and transactions
- How to export holdings
- How to export transactions
- How to customize a table
- How to edit a transaction
- How to edit accounts and assets in bulk
- Saving custom table views
- Exporting from A-grid tables
- How to generate graphs from A-grid tables?
- Where does Asora get information on public assets from?
- Where does asora get entity details from?
- Where does Asora get FX rates from?
- How to manually update bank balances
- How to import holdings and transactions using SmartMapper
- How to link assets to bank statements