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Vest Web (Web Version of your Vest app)

Updated yesterday

With Vest, you invest from anywhere. Use our app or the web version to trade and manage your investments from wherever you are. Here are some of the features in the web version of Vest:

Buy and Sell

Manage your portfolio, review your assets, view their performance, and buy assets available on the stock exchange or sell those you already have in your portfolio.

Searching for new assets

Use the search engine to invest in new financial instruments that fit your investment strategy and help you achieve your goals.

Portfolio

Monitor your portfolio and the performance of your assets to make informed decisions about your investments.

In the new dashboard, you will be able to access additional features, such as:

  • Watchlist: Personalized list of assets with prices and performance.

  • Performance chart: Visualize your portfolio's performance in real time.

  • Sector distribution chart: Analyze how your assets are distributed across different sectors.

  • Pending orders list: Check orders that are still in process.

  • New portfolio value: Updated section with the total value of your portfolio.

Deposits

Use your favorite method from the app or the web.

Transaction History

Access your account details to view your transaction history and apply filters for better visualization of your activity.

Invest

All the information you need to invest in an informed way. Read about the Stock of the Month, find out about companies paying upcoming dividends, follow Foundations, and much more.

Analyze

Answer your investment doubts: how is my portfolio performing? How does my portfolio's performance compare to the market? How could I optimize my portfolio? The Data Center guides you, based on your risk profile and your current portfolio, keep in mind that it is informative and does not represent a recommendation.

The Data Center allows you to:

  • Receive a detailed and personalized analysis of your portfolio: It is like having a personalized translator that explains what the composition of your assets, your portfolio's risk profile, its volatility means, and gives you clear suggestions on how to balance it.

  • Compare yourself with the greats: Check how your portfolio has performed against key indices (such as the S&P 500) and understand where your performance differences come from.

  • Explore new ideas and strategies: Compare your strategy with that of other investors in the Vest community and find new opportunities to add value to your asset mix.

Notifications Center

Receive all notifications directly in your account, just like in the mobile app. (Currently, notifications are not interactive, but we are working on it to offer more functionality soon).

Watchlist

This new section will allow you to add and remove stocks from your watchlist, where you can see the price and performance of your preferred assets.

Support

With one click, you can connect with your Vest support team. If you need help or have any questions, just click on the chat bubble and we are there. You can also write to us at support@mivest.io.

Your opinion counts

We know we can always do better, and we want to meet your expectations. Leave us your comments by clicking on the chat icon.

Together we build the best investment app!

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