View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
by Wedbush Securities, Inc.★ 4.121 ratingsFinanceFreeData updated 2026-09-06
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The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
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The app provides users with quick access to portfolio balances and account summaries. It features dashboards with breakdowns and visual graphs, allowing users to track account performance against the market.
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