Get set up

Welcome to Metrifly. This is the fastest path from signing up to seeing your investments tracked. Work through these three guides in order — by the end you’ll have an account, your first portfolio, and a feel for where everything lives.

Start here

• Create your Metrifly account — sign up, verify your email, and log in for the first time. Start here.
• Set up your first portfolio — the guided onboarding wizard creates your first portfolio, then points you to where you add your trades.
• Take a quick tour of Metrifly — a map of the app so you know where to find your holdings, performance, and tax reports.

What’s next

Once you’re set up, the next job is usually getting your trade history in:

• Add & import your investments — link a supported broker, import a file, forward your broker’s emails, or add trades by hand.
• Get ready for tax — produce CGT and income reports when tax time comes (paid plans).
• Contact support — stuck on anything? We’re happy to help.