Setup

Step 1. Link Investment Accounts.

Investments accounts include: 401k, Roths, brokerage accounts, 529s, IRAs, SEPs, annuities, etc. This is the primary step for most of us in order to view and track our financial history. If you have a 401k at Merrill Lynch, a brokerage account at TD Ameritrade, and a 529 at Edward Jones, you can link all of them and begin to view and track as if they were all under one roof.

TIP:  if you get an error linking an account, try logging into your institution thru normal means first, then come back and link it here.

Step 2. Link Bank Accounts

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 again, once linked, it will be as if everything you have is under one roof.

TIP:  if you get an error linking an account, try logging into your institution thru normal means first, then come back and link it here.

Step 3. Create Custom Accounts

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. Setting up Custom Accounts are the catch-all for anything you do not want, or are unable to link to in Step 1 and Step 2.

Create Custom Account

Step 4. View and Track Assets and Income

Once you have accounts linked and setup, the system will automatically update daily so that you can view and track your financial history over time via the Dashboard. The 2 primary views in the Dashboard are:

1. 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.

1. 1. 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.

Paid Users:

Viewing and tracking investments via the reports listed in Step 4 should be sufficient for your everyday investor who doesn’t actively manage their portfolio. But, if you do actively manage your own portfolio and want a finer level of reporting, the following paid services can also be setup.

Step 5. Setup Categories

To better track and understand investments. Just a placeholder, need to write this out.

Step 6. Configure Stock Symbol Settings

To provide more accurate reporting, you have the ability to configure settings such as: . Just a placeholder, need to write this out.

Step 7. Setup Tax Rates

Want to see the tax implications to buying and selling specific securities? Want to see ROI before and after taxes on a security or across the board? Just a placeholder, need to write this out.

Step 8. Setup Notifications

Alert when certain market conditions occur. Just a placeholder, need to write this out.