New feature: New

Your dashboard fits your phone

On a phone the dashboard is four views behind a bottom bar, and Add asset moved into Holdings.

A phone showing a net worth figure and chart, with a bottom bar of four icons for Overview, Breakdown, Returns and Goals

On a phone, the dashboard used to be one long page. Now it is four short screens, one tap apart.

What changed

  • A bar at the bottom of the screen switches between Overview, Breakdown, Returns and Goals.
  • Overview has your net worth, the chart, and a quick look at today's move and your total return. Tap either one to open Returns.
  • Breakdown has Holdings and Allocation, with a switch between them.
  • Returns has the six cards that add up to your total return, and Goals has your four goal cards.
  • Each view remembers how far you had scrolled, and a link with ?view=goals opens that view directly.
  • Add asset is now a button at the top of Holdings. The floating button stays on larger screens.

Tablets get a side rail instead of the bottom bar, and two views sit side by side: the chart beside today's move, and Holdings beside Allocation. Phones keep the bottom bar. Computers are unchanged.

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.