Networth and dividend tracking, asset tiles

  1. Networth tracking See your contributions and growth since your purchase. Touch or hover to see different dates, and customize your "guac-mode" all-time-high emoji through your display settings.
  2. Dividend tracking Swipe to see previous and upcoming dividends.
  3. FI Gauges Customize your annual expenses and FI number in your financial independence settings. Progress is how far you are from financial independence, and expenses is how many times your investments can cover your annual expenses.
  4. Asset tiles to see your daily changes at a glance.
  5. Import holdings from CSV. Download a template to get started. If you're interested in automatically syncing your holdings and transactions directly from your brokerage, sign up for the beta.

As always, your shareable profile will not include any amounts, but will show percentages and progress (here's mine). Got a suggestion for inspirational quotes or trophies for milestones? Send me feedback, I'd love to hear them!

Back to all posts