The app monitors stock and mutual fund portfolios using delayed real-time prices. It displays the average price paid for each position and provides gain/loss summaries per portfolio and position.
The app tracks investment portfolios, including stocks and ETFs, with auto-updates for current and past returns. It computes trading fees to report actual returns and allows users to set target prices for investments.
View account balances and transaction history. Select active accounts for viewing. Transfer funds between accounts. Set security alerts for account activity. Approve ACH and wire transactions. Locate nearby bank branches or ATMs.
