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 graph.
From the moment you add your account, Simplifi starts tracking your investment balances to provide you with a historical reference.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 accounts are deleted.
How to access Balance Over Time
Hover over the panel on the left-hand side and select Investments.
Select the Balances tab at the top.
Select the Accounts you'd like to view, as well as the Time Range (if applicable).
Once the Account and Time Range selections are made, Simplifi will present you with a historical graph showing your current balance and the amount your balance has changed over the selected time frame.
If you have any additional questions or concerns, please reach out to one of our support channels by clicking here.
To learn more about using Investing: Balance Over Time on the Simplifi Mobile App, please click here!