Improvement to an existing feature: Improved

A clearer sample portfolio for new accounts

Before you add anything, the dashboard now shows a small $50k example wallet, labelled as a sample on every screen.

A blue banner reading you are looking at a sample portfolio, above a faded dashboard card with a Sample chip, a total and a rising line

An account with no assets used to see a faded $1.5M wallet, easy to mistake for real data. It now sees a small, everyday example instead.

What changed

  • The sample is about $50,000: two index funds, a few well-known stocks, a little bitcoin and two bank accounts, all in dollars.
  • A banner at the top says it is a sample and not your money, on every screen and every phone view.
  • Each sample section carries a Sample chip, and the holdings caption stays pinned while you scroll.

Add your first asset and the banner and the sample disappear. The full $1.5M example is still on the demo page.

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Stop rebuilding the spreadsheet. Start reading one number.

Connect a broker or import a file, and your whole portfolio is on one screen in the currency you actually spend.