Introducing Granular View

Get relevant, detailed stats on your investments directly from your dashboard

Over the past year, our technology and design teams have been hard at work, improving upon and adding new features to the dashboard. Today we are introducing Granular View - an intuitive and seamless way to get insights into all your investments.

Accessible by simply clicking on an investment (be it a stock, a mutual fund, or derivative position), Granular view gives you the following information -

A brief summary of the investment

A graph that shows performance over time

Key statistics including realized/unrealized PnL, current market price, and taxes

We hope you find Granular view to be helpful in understanding and reviewing your investments in greater detail.

Login into your dashboard now and let us know what you think!

If you would like to read more about our new Family Accounts feature, click here — https://wonkery.minance.com/introducing-family-accounts-4d19c050a8fd

If you need more help or have questions, please reach out to your investment manager.