Your investments
The investments table the insight reads from.
Insights
What your numbers show, without the advice.
Part of Plus, which is coming. Price to be announced.
Each insight states your numbers and how they moved. It never says what to buy or sell.
Your position
One read for your whole position.
It shows your net worth and how it moved over 90 days. It also shows how far you sit below your all-time high, and what stands out in your mix.
- Last 90 days
- Large shares of one group are flagged
- Values older than 30 days flagged
Each kind
One read for each kind of investment.
Open an investment, or a type such as Cash or Stocks, for a review of that group alone. Each review is worked out from the numbers you entered.
Limits
Plain description, no recommendation.
An insight does not say what to buy or sell. It does not judge whether an amount or a mix is good.
General information worked out from the numbers you entered. It is not advice or a recommendation.
The same read, in context.
Risk mix
How your investments split by risk level.
Insights come with Plus.
Plus is coming and its price is to be announced.