How to create your Titan account: step by step

The Titan registration process has four steps. You do not need to have anything prepared in advance: every decision you make here can be adjusted later from your profile.

If you are not yet sure what an investment plan is or why you need one before getting started, read this first:

Step 1 – Your base currency

Your base currency is not your favourite currency or the one you invest in most. It is the currency you live in: you earn in it, pay rent in it, and use it as your mental reference for whether something is expensive or cheap.

Titan uses this currency to convert your portfolio value, long-term goal and Target IRR into numbers that make real sense to you. If you hold positions in dollars or pounds, Titan converts them automatically to your base currency so what you see when you log in is immediately meaningful.

You can change it later from your profile if your situation changes.

Step 2 – Your goal and time horizon

Here you define how much you want your portfolio to be worth and by when. With those two inputs, Titan automatically calculates the annual return (Target IRR) you need to get there.

If you also plan to make regular contributions to your broker, you can enter the amount and frequency: monthly or yearly. Titan includes this in the calculation.

Titan will not tell you whether your goal is realistic. It will show you the IRR you would need to reach it with what you have and what you contribute. If that number looks high, you have three levers: lower the goal, extend the time horizon, or increase your contributions. The system recalculates in real time.

You do not need to be precise to the last euro. What matters is that the starting point makes sense to you.

Step 3 – Your investor profile

Titan offers three starting configurations: Conservative, Balanced and Aggressive. Each sets initial values for the parameters in your plan: asset weights, margin of safety, leverage and dividend criteria.

Choose the one that most closely matches how you invest. It is not a permanent label or a critical decision: as soon as you finish registration you can adjust every parameter to your liking from your profile screen. The profile is just a starting point so you do not begin with every value at zero.

Step 4 – Add your positions

The last step is to bring in your current portfolio. You have two options:

Link your broker. If your broker is integrated with Titan, this is the fastest route. Titan imports all your transactions automatically and builds your portfolio with current positions broken down by lot, including purchase price and date.

Add manually. If your broker is not integrated or you prefer full control over your data, you enter positions one by one: which asset you hold and at what price you bought it. Titan calculates the current value and return from that entry point.

If you use several brokers, you can combine both options: link the ones that are integrated and manually add positions that are not in any of them. Do not manually add positions that are already in a linked broker, as they will appear duplicated.

This step is optional. If you want to explore the platform before adding anything, you can skip it and do it later from your profile.

You are in

That is all it takes to have your Titan account set up. From here, the next step is to review and fine-tune your investment plan in your profile, or to start building your first thesis in the Workshop.