Before this, the site was a set of separate pages: Portfolio, Calendar, Targets. The dashboard put the parts you use most on one board that you arrange yourself.
Widgets you pick
Portfolio value over time, stock and dividend splits, a monthly dividend calendar and twelve-month estimate, an income planner, growth planner, diversification targets, goals, price alerts, a wishlist and a price-change list. Each is its own card.
Smart Alerts and Strategy Journal
Alerts on price and yield, and a journal for the reasoning behind what you do. Both grew a great deal afterwards.
Lessons that match you
An Investor Mode card suggests lessons for the kind of investor you told the app you are, so the board teaches as well as reports.
Educational content only. It is not personal financial advice. All articles · All lessons