Investments Module w/ Live Investment Data
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