How do I view a breakdown of my portfolio?

Article author
Alexander G.
  • Updated


The portfolio screen helps you understand what's in your portfolio, how it works, and exactly what you're invested in. Here’s how to view a breakdown of your portfolio: 

  1. After logging in to your account, tap "Invest"

  2. Tap "Portfolio"

  3. Scroll down to view information about your breakdown

At the top, you'll find the current value of your portfolio — or how much all your investments are worth. That number sits next to a visual breakdown of the different stocks and bonds in your portfolio.


Just below are  several portfolio statistics :

  • YTD (year-to-date) Return

  • YTD (year-to-date) Earnings

  • Bonds % of your portfolio

  • Stocks % of your portfolio 

After that, you will see a list of all your investments. You can click into each name to view more details about each ETF and what’s included in your portfolio.

The last section has three options. 

  1. The 'Portfolio Risk Overview' is where you can change your portfolio and see a 5-year projection. 

  2. The 'Investor Profile questionnaire' is where you can update your investor information so we can recommend a portfolio fit for your situation. 

  3. 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. Consult a tax professional or for more information.

If you have any questions or concerns, reach out to support

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request



Article is closed for comments.