Finbooks allows you to manage both traditional financial investments and cryptocurrency investments within a single platform.
As these two types of investment are subject to different tax rules, they are treated and managed separately.
See the brief instructions below to find out how to activate the section dedicated to traditional financial investments.
How to enable Traditional Finance in your account
Follow these simple steps to activate the traditional finance section in your account if you currently only see the crypto section.
hover your mouse over the name of your plan, then click on Account
on the new screen, click on the Settings tab
scroll down to the Manage active investment type section
on the line indicating traditional finance, press the Enable button
now return to the main menu where you will see both sections
by clicking on one of the two items, the corresponding menu will expand and the other menu will automatically collapse