How do I sync my Web and App portfolios?

Keeping your investment portfolios synchronized across different platforms is essential for maintaining a consistent view of your financial assets. Investing.com offers a seamless way to ensure your portfolios remain synchronized between the web platform and mobile applications. This article explains the simple process of syncing your portfolios across devices.

Understanding Portfolio Synchronization

Portfolio synchronization allows you to access and manage the same financial information whether you're using Investing.com's website on your computer or the mobile app on your iOS or Android device. This feature ensures that any changes made on one platform will be reflected on the other, providing a consistent experience regardless of which device you use.

Prerequisites for Synchronization

Before attempting to synchronize your portfolios, you need to have:

• An Investing.com account
• The Investing.com mobile app installed on your iOS or Android device
• A portfolio created on either the web or mobile platform

Synchronization Process

Synchronizing your portfolios is a straightforward process that requires minimal effort. The key requirement is using the same account credentials across platforms.

Step-by-Step Instructions

1. Sign in to your mobile app: Open the Investing.com app on your iOS or Android device and sign in using the same account credentials you use on the web platform.
2. Automatic synchronization: Once you've signed in, your web portfolio will automatically appear in your app. There's no additional action required - the synchronization happens automatically when you sign in with the same account.

What Happens After Synchronization

After signing in to your mobile app with your Investing.com account, you'll notice:

• Your web portfolio will be displayed on your app
• Any locally stored portfolios that you created on your app before signing in will remain accessible in your portfolios list
• Changes made to your portfolios on either platform will be reflected across both platforms

Managing Multiple Portfolios

It's worth noting that after synchronization, you may see multiple portfolios in your list if you had created portfolios on your mobile device before signing in. This allows you to maintain both your synchronized web portfolios and any device-specific portfolios you created previously.

Benefits of Synchronized Portfolios

Keeping your portfolios synchronized across platforms offers several advantages:

• Consistency: View the same financial information regardless of which device you use
• Convenience: Update your portfolio once and see changes reflected everywhere

Flexibility: Access your financial information on-the-go or from your desktop

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