Saventa

Help & guides

Start with the basics if investing is new to you, or jump to a feature.

New to investing?

Start here. These three explain investing itself — no app knowledge needed, and nothing to buy.

1Why invest?New to investing? Inflation, compounding, risk and time horizon — and a safe first step.2What are investments?Ownership vs lending, income vs appreciation, risk, costs — the concepts behind the numbers.3Types of investmentsSavings, deposits, stocks, crypto, property, loans and pensions — mapped to app categories.4Tax on savings interestWhat the tax rate field does, where to find your own rate, and common rates by country.

Using Saventa

How each part of the app works, once you're ready to use it.

DashboardYour home screen: portfolio cards, net worth, creating and managing portfolios.Portfolio detail pageThe Overview chart, return metrics, activity tree and category-specific sections.Holdings & assetsPositions, transactions, the asset catalog, custom assets and allocation tools.Importing & exporting dataBroker statement imports, your own import formats, and exporting your portfolios.Income calendarDividends, interest, rent and maturities on a calendar, with forecasts.ReportsMonthly and yearly snapshot reports with period-over-period changes.GoalsValue, ROI and income targets for a portfolio or your whole net worth.Planning & projectionsForward projections, Monte Carlo simulations and saved plans.Automation: API & webhooksPersonal API tokens for the /v1 API, and webhooks that push your events anywhere.Getting help & contacting usThe assistant, feedback and bug reports, and how to reach us by email.

Guides are not yet translated — English only for now.