Portfolio

In this section, you can input your holdings as you buy and sell. Our advanced tracking capabilities will give you a better sense of how your capital is spread out. You can see where your portfolio is lacking and use the filter search to find stocks and funds that will fill in the gaps.

As you buy and sell on your brokerage app, input your trades here. You can see exactly how your portfolio is meeting the target that you set up for yourself.
Not only can you track how closely you are meeting your target, but you can also see how diversified your portfolio is among six different categories. You can easily visualize what areas you may want more exposure to.

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