Understanding how your investments are doing and tracking them over time gives a better understanding of your total net worth. Simplifi makes investments a breeze by bringing your holdings together into a simple-to-read view. 

  • Note: Unfortunately, we cannot guarantee holding information for all investment accounts. Additionally, if holding information does download, you will not be able to make any edits. To learn how to manually track your holdings, click here!

The Holdings screen defaults to include all Investment accounts, and displays your Total Holdings Value and Today's Change in the upper right corner:

To change the default view, click All Accounts and remove the checkmark for the accounts you wish to remove:


Holding Details

For more detailed information on a particular holding: 

  1. Hover over the left side panel and click Investments.
  2. Scroll up and down to see your full list of Holdings.
  3. Click the drop-down menu to the right of the Holding:
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