New feature: New
See which holdings made each figure
Tap Today, Unrealized or Total return to see every holding behind the figure, and Income for each payment you received, filtered by source.
The row under your goal cards now opens on every figure, not just Income, Realized and Fees.
What each one shows
- Total return lists every holding with what you put in, what it is worth and what it returned, biggest first, so you can see where the return comes from.
- Today lists how far each priced holding moved since its previous close, in money and in percent.
- Unrealized lists each holding you still hold, its cost and what selling it today would gain or lose.
- Income is now a payment history: every dividend, interest, reward and rent payment, newest first. When more than one source has paid, a dropdown lets you filter to one.
The rows add up to the figure you tapped, and a holding that cannot be rated or has no live price is counted under the list instead of guessed at.
