Private notes on a portfolio

Within the platform, you can create private notes regarding a specific portfolio. These notes are and remain visible only to you. You can use this feature for a quick note about something you do not want to forget.

Adding and viewing notes

You can create a note by navigating to a portfolio in the web environment. In the top bar, you will see a note icon. The text you save in the text field remains visible only to you. You can keep separate notes for each portfolio.

Overview of all notes

You can also find all your notes from the side menu of your dashboard. Go to the Notes section to view them.

Updated on: 08/05/2026