Language, theme, currency and tax country

Step by step

1. 1Go to Settings → Profile.
2. 2Change your name, the language (English or Español) and your base currency: everything is shown in it.
3. 3Choose your tax residence country to estimate the withholding on your dividends, and your local currency.
4. 4Click Save. If you changed the currency, the portfolio is recalculated.

What you will see

• The light, dark or automatic theme and the language can also be changed at the foot of the menu.
• Under Benchmark and risk you choose the index to compare yourself with. See XIRR or TWR.
• Click Search at the top (or Ctrl+K) to jump to any page, position or action.

Common problems and questions

Is my tax country shared?

No. It is only used to estimate the withholding on your dividends.

How do I install the app on my phone?

Open it in your phone browser and use «Add to Home Screen» or Install app.