Dashboard – this page shows sample data for a user with many linked accounts. You are able to track your overall portfolio day by day, as well as the daily account, category, and symbol level breakdowns.
Net Worth
$10,998,373.98
Accounts (4)
Cash
Click "+" to link Cash accounts.
Investment
Charles Schwab
$6,346,770.47
Schwab Main - ending 6319
2024-04-22
Edward Jones - U.S. Clients Access
$206,493.15
Wells Fargo 529 - ending 6189
2024-04-22
Custom
Custom
$2,240,397.36
Wife 401k
2024-04-22
Custom
$2,204,713.00
Husband 401k
2024-04-22
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