What does the Investments dashboard show?
Review value, performance, movements, accounts, allocation and positions.
Guide based on the current Rank beta
The dashboard groups your investment accounts and calculates a combined portfolio view.
Keep in mind
- Accounts shows where your investments are held.
- Positions details the recorded assets.
- Allocation shows how value is distributed.
- Movements highlights available price changes.
- Performance history requires data over time.
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