How can I manage my portfolio and customise my dashboard on Pearler?

We do allow you to track external AU/US shares/ETFs you have with external brokers or your issuer. To enable this feature, head to Settings > New features page then you can toggle on the "Track external AU/US shares" option.

Then Head to Add asset (bottom of the Dashboard)

Select Asset Tupe (investments)

Confirm external Assets

If you have more questions, feel free to reach out via our live chat or email help@pearler.com :)