IVANRY
User guide
Documentation

Learn Ivanry, one chapter at a time.

Choose a topic, follow the practical steps, and return whenever a portfolio number or workflow needs explaining.

01 · Start here

Create your workspace

Select Sign up from the landing page. Google is the quickest route and keeps authentication with your Google account. Email sign-up creates an Ivanry-managed Cognito account and requires email confirmation.

Illustrative Ivanry sign-up screen showing Google and email sign-in choices
Illustrative screenStart with Google or email, then complete the required profile, legal acceptance, and plan steps. All values and identities shown are fictional.
1

Choose Google or email

Use the identity you expect to keep. Broker credentials are never used for Ivanry sign-in.

2

Complete onboarding

Enter the required profile details, location, primary goal, and how you heard about Ivanry.

3

Accept current documents

Read and accept the Terms of Use and acknowledge the Privacy Notice. Material revisions must be accepted again.

4

Choose a plan

Free demonstrates the core portfolio workflow with limits. Paid unlocks advanced research, performance, outlook, and automated IBKR sync.

Returning users

Select Log in and use the same provider used at registration. A Google account and an email/password account with similar addresses are not automatically the same identity.