Bank accounts primarily include checking and savings accounts, but could also be a money market, CD, etc. Financial institutions treat these types of accounts slightly different than an investment account, so they are linked separately. You can link in as many as you like though, and have your data in one place.  Click here to link.

Custom accounts are accounts not linked to a specific financial institution. For example: the value of your house, or the cash you have buried in the back yard. Also, Custom Accounts can be used if a bank or investment account cannot be linked.  Click here to setup a Custom Account.

Once you have your accounts linked and setup, our system will automatically update daily so that you can view and track your financial history over time via the Dashboard. The two  primary views in the Dashboard are:

1. View on a daily basis the value of everything you have linked. You can compare and contrast one day to the next, one month to the next, etc. It is also a very simple way to share with your loved ones or heirs, the exact location and value of all your assets.
2. View all monthly income generated by your investments, how much cash you have, etc. This makes it incredibly easy to manage and track dividends or cash available for future purchases. No more logging into multiple financial institutions in order to see how much money was made last month.

   Separately, you can also view detailed reports of all your individual positions via the Positions report.