Improvement to an existing feature: Improved

See every period at once

Tap Today to see how your portfolio moved over seven periods, and the goal cards say each thing once.

A table of seven rows, each with a short label on the left and a green or red arrow with a figure on the right, the first row highlighted

The Today card now answers a bigger question: how is my portfolio doing, over whatever span I care about?

What changed

  • The Today card always shows today's move. Tap its title and a table opens with how your portfolio moved over today, 1 week, 1 month, 3 months, 6 months, year to date and 1 year.
  • Tap any row in that table to see the holdings behind it.
  • The exchange-rate line under the card is one line now. Tap it to see every currency you hold.
  • Goal cards say each thing once: your current figure and the goal in the headline, one status line, the bar, and one footer.
  • On a small phone, goal headlines like 8.38% / 8% stay on one line, and the percentage beside Today moves under the figure only when it would not fit.

Computers keep the same layout. Everything above also works on your phone and tablet.

Follow along in your reader

Every post lands in the feed the moment it ships. Paste the address into Feedly, NetNewsWire or whichever reader you already use.

Open the feed

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.

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