The portfolio screen shows a breakdown that provides clarity on what makes up your portfolio, how your portfolio works, and what specifically you are investing in. Please complete the following steps to view a breakdown of your portfolio:
- After logging in to your account, tap or click on "Invest"
- Tap or click on "Portfolio"
- Scroll down to view information included in your breakdown
From the top, you should see your current portfolio and your total portfolio value with a carousel that shows a visual representation of your bonds/stocks broken down by percentages.
Below that you will see your portfolio statistics which includes:
- YTD Return
- YTD Earnings
- Bonds % of your portfolio
- Stocks % of your portfolio
After that, you will see your investments that can be clicked to view the fund details for each ETF that's included in your portfolio.
The last section has three options. The 'Portfolio Risk Overview' is where you can change your portfolio and see a 5-year projection. The 'Investor Profile questionnaire' is where you can update your investor information so the app can recommend a portfolio for you based on your situation. Lastly, the 'Theme' section allows you to switch your portfolio to either our Core or ESG portfolios.
Changing or switching your portfolio may have tax consequences. Please consult a tax professional or www.irs.gov for more information.
If you have any questions or concerns, please reach out to support.