Contents
How to use Winvesta's analytics tab to grow your finances
2 minutes read
09 January 2025
In today’s fast-paced global economy, businesses and freelancers need tools that simplify international financial operations. At Winvesta, we constantly strive to empower users with features that streamline their workflows and enhance productivity. Our latest dashboard update introduces exciting changes designed to help you manage your global earnings more efficiently. In this blog, we’ll take you through these updates and show you how they can transform your experience.
Winvesta’s platform is designed to empower businesses and freelancers with tools to streamline international payments. Winvesta bridges the gap between ease of use and robust financial management, from receiving payments in multiple currencies to providing deep transaction insights.
Purpose of the dashboard
The dashboard acts as the control centre for your international finances. It offers key metrics, analytics, and insights to make managing cross-border payments smoother and more transparent.
Feature 1: Savings display
Clear visualization of saved amounts
One of the dashboard's standout features is the clear display of the total savings a user has achieved using Winvesta. Whether it’s lower fees or optimized currency conversions, the savings are prominently displayed at the top.
Why tracking savings matters
Understanding how much you’re saving is satisfying. It also helps you measure the value of using Winvesta over other solutions, and it’s a constant reminder of your financial efficiency.
Feature 2: Cash-out chronicles
Analyzing your withdrawal patterns
The Cash-out chronicles section lets you review all withdrawals made from your account. With detailed monthly breakdowns, it offers a bird' s-eye view of how your funds are used. A dynamic chart tracks both the number of withdrawals and the amount withdrawn each month, giving users a comprehensive understanding of their financial habits.
Feature 3: Global money mix
Currency breakdown insights
The Global Money Mix visualizes the flow of money across various currencies. This section helps users identify which currencies dominate their transactions. Managing multiple currencies can be challenging, but the dashboard simplifies this with easy-to-read charts that provide real-time insights into your financial diversity.
Feature 4: Global swipes & wires
Tracking currency transaction splits
This feature breaks down transactions by currency, allowing users to identify which currencies they transact with most frequently. Charts in this section show how transactions fluctuate month to month, providing a rhythm to global financial activities.
Feature 5: Industry inflow insights
Sector-wise breakdown of international cash streams
The Industry Inflow Insights section categorizes your cash inflows by industry, such as consultancy services or travel receipts. This allows businesses to track performance in different sectors. Plus, a detailed chart tracks the volume of inflows month-to-month, making it easier to forecast trends and optimize strategies.
Ready to own a piece of the world’s biggest brands?
- Invest in 4,000+ US stocks & ETFs
- Fractional investing
- Zero account opening fees
- Secure and seamless
Start investing in just 2 minutes!
Build your global portfolio.
Invest in companies you love, like Apple and Tesla.
Track, manage, and grow your investments.
Frequently asked questions about the analytics
Disclaimer: The information provided in this blog is for general informational purposes only and should not be considered as financial advice. Winvesta's features and services may vary based on your location and account type. Please consult with a qualified financial advisor before making any financial decisions. Past performance does not guarantee future results.
Contributed by Denila Lobo
Denila is a content writer at Winvesta. She crafts clear, concise content on international payments, helping freelancers and businesses easily navigate global financial solutions.