This tab allows you to see your portfolio by account and the constituents of each account. The wealth portfolio dashboard can also be accessed from this page.
This is the Accounts’ menu bar with a list of various options.
This button shows more details for All accounts.
- 1-Day Return
- Real Assets
- Dividend Yield
- Expense Ratio
- Cost Basis
- Gail Loss
This button shows the least details for All accounts.
- Account name
Get new prices
This button updates the prices for All accounts to the most recent.
This setting allows the user to load a saved revision.
This allows the user to load or delete a revision. The user can also load a revision summary.
Start new revision
This button allows you to create a revision.
Use Ripsaw Optimizer
This button starts the Ripsaw Optimizer.