First Login
This guide walks you through your first login to the Point platform and helps you get oriented.
Before You Begin
You will need:
- ✅ Your Point account credentials (email and temporary password) — provided by your administrator
- ✅ A modern web browser (Chrome, Edge, Firefox, or Safari — latest version recommended)
- ✅ An internet connection
If you haven't received your credentials, contact your organisation's Point administrator or reach out to support@pointgroup.io.
Step 1: Navigate to the Platform
Open your browser and go to your organisation's Point platform URL. This is typically in the format:
https://[your-organisation].pointgroup.io
Your administrator will have provided this URL.
Step 2: Sign In
- Enter your email address in the Email field
- Enter your temporary password in the Password field
- Click Sign In
On your first login, you will be prompted to set a new password. Choose a strong password of at least 12 characters, including uppercase, lowercase, numbers, and a special character.
Step 3: Understand the Navigation
Once logged in, you'll see the main navigation on the left side of the screen. Here's what each section does:
| Navigation Item | What It Does |
|---|---|
| 🤖 Chat with AI | Open Point AI to ask questions about your data |
| 📁 Portfolios | View and manage your investment portfolios |
| 📈 Securities | Manage securities, prices, and transactions |
| ⚡ Live Analytics | Real-time performance and analytics |
| 💱 Exchange Rate | View and manage FX rates |
| 💡 Insights Hub | Cross-client and cross-asset intelligence |
| 🔍 Data Quality | Monitor data health and run refresh jobs |
| 👥 Clients | Manage client records |
| ⚙️ System Settings | Platform configuration (admin only) |
| 👤 User Management | Manage users and permissions (admin only) |
| 📄 PDF Reports | Generate and download PDF reports |
| 📊 Interactive Reports | Explore interactive data visualisations |
Step 4: View Your Portfolios
The most common starting point is the Portfolios section:
- Click Portfolios in the left navigation
- You'll see a list of all portfolios you have access to
- Each portfolio shows its Total Value and Latest Valuation date
Portfolio List Controls
At the top of the portfolio list, you'll find:
- Search — filter portfolios by name
- Hide Portfolios with no Value — toggle to hide empty portfolios
- Hide Simple Portfolios — toggle to show only composite/grouped portfolios
Step 5: Explore a Portfolio
Click on any portfolio to open it. You'll see:
- Total Value — the current market value in the base currency
- Latest Valuation — the date of the most recent complete valuation
- Holdings — the individual securities and their values
- Performance — returns over various time periods
What's Next?
Follow a guided walkthrough to add your first portfolio and securities.
Ask Point AI a question about your portfolios — it's the fastest way to get insights.
Create your first PDF report for a client or internal stakeholder.