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Portfolio Overview
Monitor your total invested wealth, diversification, and account health in one place.
Allocation Snapshot
By Asset Class
Equities 62% · Bonds 21% · Cash 9% · Alternatives 8%
By Region
North America 48% · Europe 32% · APAC 15% · Emerging 5%
By Account Type
Brokerage 2 · Retirement 2 · Savings 1
Investment Accounts
Linked accounts that make up your portfolio.
Accounts Overview
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Holdings Detail
Top positions across all accounts.
Top Holdings
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Portfolio Actions
Review diversification
Check whether your asset allocation matches your risk profile and investment horizon.
Rebalance portfolio
Identify over- or under-weight positions and generate a suggested rebalance plan.
Increase contributions
See which accounts benefit most from additional monthly contributions to reach your goals faster.
Quick Account Add
Add a manual investment account to include assets that can’t be linked automatically.