Vestmin Documentation
Everything you need to know about building, managing, and analysing your portfolio with AI — guides, reference, and FAQs. Full documentation is coming soon.
Getting started
Quick start
Create your first portfolio in under two minutes with the AI profiling flow.
Account & login
Register, verify your email, and connect to the portfolio tracker.
Markets & universes
Which exchanges are covered and how to pick your investment universe.
Portfolio
Portfolio overview
NAV chart, allocation breakdown, dividends, and performance metrics.
Stock charts
Candlestick, OHLC, technical indicators, and rolling risk metrics.
Multi-currency
How base currency, FX conversion, and cost basis are calculated.
AI chat
What the AI can do
Portfolio analysis, stock research, news summarisation, and rebalancing advice.
Chart tools
Ask for volatility, Sharpe, beta, drawdown, Z-score charts and more.
Message limits
Guest, Free, and paid plan quotas explained.
Optimizer
Frank-Wolfe algorithm
How the mean-variance optimizer works and what parameters it uses.
Risk profiling
The 13-question questionnaire and how answers map to a risk score.
Constraints
Min/max weight, stock count, ESG filters, and sector caps.
Rebalancing
When to rebalance
Health score, drift thresholds, and the HOLD vs REBALANCE decision.
Trade costs
How transaction costs are factored into the net benefit calculation.
Plans & limits
Free plan
3 markets, 1 portfolio, 20 AI messages per day.
Basic & Plus
More markets, portfolios, and higher AI message quotas.
Pro
Unlimited messages, daily rebalancing checks, and API access.