Supercharge Your Portfolio: How to Link External Accounts
By following these steps, you'll be able to link your external Stock and Crypto Accounts, view your portfolio overview, and benefit from AI-driven financial insights.
Access Your Financial Dashboard
Open the RAFA app on your device
Navigate to the "Portfolios" section
Link Your Financial Accounts
Look for the "+" icon in the top right corner of the screen
Click on it to add new accounts
Connecting US Brokerage & Cryptocurrency Exchanges (CEX)
Connect US Brokerage Accounts:
Select the option to link your brokerage accounts
This allows RAFA to provide personalized investment advice and monitor your stock positions
Connect Cryptocurrency Exchanges:
Choose the option to connect crypto exchanges like Binance or Coinbase
RAFA will analyze your crypto holdings and provide market insights
Create a Manual Portfolio:
If you prefer, select the option to manually input your investments
This is useful for tracking assets not linked to online accounts
Elevate Your Investment Game via the Force of AI Agents
Review Your Financial Health Overview
After connecting your accounts, RAFA will retrieve and display your financial data
You'll see a comprehensive view of your entire investment portfolio
Utilize Proactive Risk Management
Pay attention to the "Hedge Alert" feature
This tool monitors potential risks in your portfolio in real-time
It will suggest ways to mitigate risks before they become significant issues
Leverage AI-Powered Financial Insights
By linking your accounts, you've activated RAFA's AI financial analysis
The system will continuously analyze market trends, monitor your investments, and suggest strategy optimizations
Tips for Getting the Most Out of RAFA's AI Agents
Consider the AI-suggested optimizations for your portfolio
Regularly check your dashboard for new insights and alerts
Generate Exit and Entry Points for Swing Trades
View News Alerts for Your Portfolio
Stay tuned for more tips on how to leverage your team of AI Agents…
