"What gets measured, gets managed." - Peter Drucker
We hope you’ve successfully linked your investment and banking accounts. Now, it’s time to take the next exciting step—exploring your personalized Investment Dashboard.
The Dashboard is your command center for viewing all your accounts, tracking performance, and staying on top of your financial goals.
Today’s Action Steps
Here’s how to get started:
Step 1: Log in to MyStockData: Head over to MyStockData.com and enter your login credentials.
Step 2: Access the Dashboard: Once logged in, click on the Dashboard tab in the navigation menu.
Step 3: Explore: Take a moment to review your portfolio's performance, recent transactions, and account summaries—all in one place.
To make things even easier, we’ve created a quick video demonstration that walks you through the features of your dashboard and how to get the most out of it. Watch the video here:
What’s Next? Tomorrow, keep an eye on your inbox for Part 3 of our Liftoff series, where we’ll show you how to create Custom accounts.
Happy investing!
The MyStockData Team
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Our postal address: 11184 Antioch Road, # 412, Overland Park, KS 66210
