Answer #
You can track one portfolio per account.
How it works #
Each Reviport account is designed to track a single portfolio built from:
- Your full transaction history (manual entry or CSV)
- Multiple holdings (stocks/ETFs/crypto)
- Multiple brokers (via manual entry or CSV imports)
- A single selected base currency
All transactions and holdings are combined into one unified portfolio view.
Can I separate investments? #
The Reviport web app does not currently support multiple separate portfolios within one account (for example, separate dashboards for different strategies or family members)
However, you can:
- Use custom categories (e.g., Investment Type, Sector, Asset Class)
- Create your own labels
- Filter holdings using categories
This allows you to group and analyze parts of your portfolio logically within a single account.
