2.1 Account & Login

🆕 Creating an Account

To sign up, click the green Sign Up button in the top-right corner.

You’ll see a short Join PortfolioMetrics form. You can:

  • Enter your email and create a password, or
  • Use your Google account to register.

After entering your email, you’ll receive a verification code.

Paste it in to complete registration. That’s it — you’re in.

🔐 Logging In

Already registered? Just click Log In (right next to Sign Up).

You can log in using your email and password — or your Google account.

If you ever forget your password, you can easily reset it via email.

⚙️ Account Basics

Once logged in, you’ll see your email initial in the top-right corner.

Clicking it gives you quick access to:

  • Account (subscription details, password reset, delete account)
  • Logout
  • Feedback

👀 Exchange Visibility

In your account, you can adjust Exchange Visibility.

This lets you control which stock exchanges appear in your asset search.

✅ By default, we enable the most common ones.

🌍 But you can manually enable/disable over 50 global exchanges, including:

  • Europe: Madrid, Budapest, Milan, etc.
  • Asia: Abu Dhabi, Hong Kong, Singapore, etc.
 
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