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Accounts

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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.

Menu Bar

This is the Accounts’ menu bar with a list of various options.

Expand All

This button shows more details for All accounts.

These include:

  • Ticker
  • Description
  • Type
  • Price
  • 1-Day Return
  • Quantity
  • Value
  • Allocation
  • Real Assets
  • Cash
  • Bonds
  • Stocks
  • Dividend Yield
  • Yield/TTM
  • Expense Ratio
  • Cost Basis
  • Gail Loss

Collapse All

This button shows the least details for All accounts.

These include:

  • Account name
  • Value

Get new prices

This button updates the prices for All accounts to the most recent.

Load Revision

This setting allows the user to load a saved revision.

Manage Revisions

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.

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