Investment balances can fluctuate up and down from day to day. This fluctuation makes it hard to know if your balance is trending upward or downward. To properly gauge your gains, losses, or plateauing on portfolios, we've added the new Balance Over Time feature.
From the moment you add your account, Simplifi starts tracking your investment balances to provide you with a historical reference. We'll continue maintaining your balance history until your account(s) are deleted.
Using Balance Over Time
You can access the Balance Over Time feature by clicking the Menu icon (the three lines in the upper left corner), selecting Investments, and then selecting the Balance tab.
You can filter the Balance Over Time page by individual investment accounts, or you can view all of your investment accounts together. You can also customize the time range used, as well as change how the information is sorted. You can even click on any of the accounts displayed to see a breakdown of the holdings for that account!
If you need any assistance using the Investing: Balance Over Time feature, please don't hesitate to contact our amazing Support Team!
To learn more about using Investing: Balance Over Time on the Simplifi Web App, please click here!