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Dashboard

Manage and track your investments effortlessly with Finmo’s Portfolio Dashboard

The Finmo dashboard empowers merchants with a streamlined investment management experience. With an intuitive overview, you can monitor holdings, transactions, and account performance at a glance. Adding or deleting holdings is simple, allowing you to grow or refine your portfolio as needed. Easily withdraw funds when required, and rename holdings for better organization. Finmo’s dashboard is designed to make investment management efficient, flexible, and tailored to your needs.

Functions on the Invest Syfe dashboard:

  1. Add a Holding
  2. Delete a Holding
  3. Rename a Holding
  4. Withdraw a holding

Add a Holding

Delete a Holding

Rename a Holding

Withdraw a Holding

Enter the amount you wish to withdraw

Enter the amount you wish to withdraw