Overview

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

  • Note: We don't currently offer the ability to manage Investment transactions.

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:

In the Holding Details, you'll see Today's open, Market cap, P/E, Div yield, Today's high, Today's low, 52 week high, and 52 week low, when available.

Did this answer your question?