New from Kerdora
New feature
Product update

Investments Module w/ Live Investment Data

Taylor avatar
Shared by Taylor • January 06, 2026

We've released our Investments module with live investment data.

You can now:

  • add individual holdings to a portfolio
  • view portfolio statistics
  • value of holdings will update with market pricing at the end of the day
  • filter accounts shown

For portfolio analysis, you can view:

  • Expense ratio
  • Dividend yield
  • Asset class allocation
  • Market cap allocation
  • Tax status
  • Regional allocation
  • Sector allocation