Product update: New portfolio holdings view

Published on
09/05/2022

The cool thing about our portfolio tracker is that you can break free from your broker and view your portfolio/s in a new way.

With our new holdings view, we are bringing you more ways to organize your portfolio view, customize your experience and focus on what you need most.


Now you can customize columns - turn them on / off and add completely new metrics like:

  • Dividend score
  • Percentage of portfolio
  • Sector
  • P/E

You can save the custom layout for every portfolio separately so it serves the purpose you want. This will ease the process when you want to review performance or re-balance your portfolio and help you to keep track of your stock portfolio in a new and very flexible way.

Report issue