Investing

Investing shows your investment accounts alongside the holdings inside them.

Select an account to see its current portfolio composition, total invested, all-time profit, and daily change. The transaction history for each account is available below the portfolio summary.

  • Account cards — each brokerage or investment account with key performance figures
  • Current holdings — positions with current prices, quantities, and unrealised gains
  • Transaction history — buys, sells, and dividend events on record