Improvement to an existing feature: Improved

A simpler Return card and an easier row to read

The Return card is now just Annual Return, the row beneath reads in a new order, and the allocation donut always shows your profit or loss under the total.

One return card with no mode switch above a row of six cells, the first outlined in green and the last in blue, beside a donut with a profit line under its total

Three small changes that make the top of the dashboard easier to read.

What changed

  • The Return card shows Annual Return only. Your total return, with what you locked in by selling, income and fees, lives in the row beneath it.
  • That row now reads Today, Income, Fees, Realized, Unrealized, Total return on a larger screen, and Today, Income, Realized, Unrealized, Fees, Total return on a phone.
  • The allocation donut shows your profit or loss and its percentage under the total on every screen, not only on a phone.
  • The Emergency Fund card calls your cash Liquid Cash.

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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.