Caleb & Brown

An overview article guiding you through the features of the Portfolio home page in Portal

Navigating your Portfolio

A quick guide to viewing and downloading your portfolio transactions from the Caleb & Brown portal

Searching past transactions

This Article provides information on what our Refer a Friend program entails and how you can benefit.

The Refer a Friend program

A quick tour of your Caleb & Brown Portal

Navigating the Portal

Understanding the information found on the Tokens page.

Navigating the Tokens page

This article will provide instructions on how to change your default profile in your online account, if you have multiple trading accounts.

How to change your default profile

A simple guide on how to update and customise your personal tokens and coins watchlist

Adding and removing coins from your Watch List

A guide to downloading your account activity from the Caleb & Brown Portal

Downloading Reports in Portal

Portal Settings

Understanding the different charts used within Portal

Charts in the Portal

A quick guide to setting and managing Price Alerts in the Portal

How can I track token prices with Caleb & Brown?

Understanding market sectors and treemaps

Navigating the Market Sectors page

This article gives you an in-depth overview of both the Account Summary PDF report, and the Transaction Summary

Interpreting your Account Summary

This article will cover the differences between available and total balance when viewing your account online.

What's the difference between Available and Total balance in your Portal account?

This article will guide you through the steps on how to generate a refer a-friend code in the portal

Refer a friend -  How to generate your code

Cassandra De-Lisle

Cassie Thomson

Portal Navigation & Features

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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