Initial Setup

Initialization: The “Invest” section is not correlated to data generated in either the “Budget” sub-tab nor the “Allocations” sub-tab. No actions in the “Invest” tab affect any workflows in other tabs in the app. To begin organizing investments, first add an account by pressing the “Add an Account” button on the “Invest” dashboard or in the editing icon at the top right of the screen. The following accounts are currently supported by Vassant: Brokerage, Roth IRA, Traditional IRA, HSA, and 401(K).

Adding Additional Accounts: To add additional accounts, simply tap the editing icon at the top right of the screen and enable new accounts. Once one or more account tabs have been created, users may now begin adding investment positions to the portfolio or watchlist under each account sub-tab.

Additional Note: Users may not add two tabs of the same account subtype. If the user owns several accounts of the same subtype (e.g. two brokerage accounts), both accounts must be grouped under one tab of that account subtype and organized manually.