## 1. Sign in

Open Finance from the [daemn front page](/) and sign in. If you belong to more than one tenant, choose the one whose book you want to see. If your account has no access to Finance yet, the page says so, and **Ask for access** sends the request to your tenant's Owners.

## 2. Look at your holdings

**Overview** opens first. Choose a portfolio to see its sleeves and positions. If it says there are no portfolios yet, your tenant has none in Finance. Finance has no screen for adding one yet, so open **Support** in AccountHub and ask the Platform team to set up your portfolios.

## 3. Browse the instrument catalog

Open **Instruments** to see every instrument Finance knows about. Each row tells you how many of your positions hold it. Open an instrument to see its details.

## 4. Start researching

Open **Research** and press **New topic**. Give it a title and choose what kind of subject it is: a company, a sector, a theme, politics or macro. On the topic's page you can:

1. **Add note** to keep a dated note.
2. **Write thesis** to set out a view, then refine its reasoning on the thesis's own page.
3. Import a CSV of figures, which arrive as notes on the topic.

Adding and changing research needs write access. If those actions are closed for you, ask one of your tenant's Owners.