Deprecated: Elementor\Includes\Elements\Container::__construct(): Implicitly marking parameter $args as nullable is deprecated, the explicit nullable type must be used instead in /projects/www/test.mystockdata.com/wp-content/plugins/elementor/includes/elements/container.php on line 42
Dashboard – this page shows sample data for a user with many linked accounts. You are able to track your overall portfolio day by day, as well as the daily account, category, and symbol level breakdowns.
Net Worth
$10,998,373.98
Accounts (4)
Cash
Click "+" to link Cash accounts.
Investment
Charles Schwab
$6,346,770.47
Schwab Main - ending 6319
2024-04-22
Edward Jones - U.S. Clients Access
$206,493.15
Wells Fargo 529 - ending 6189
2024-04-22
Custom
Custom
$2,240,397.36
Wife 401k
2024-04-22
Custom
$2,204,713.00
Husband 401k
2024-04-22
❓
❓
❓
❓
❓
❓
❓
❓
❓
❓
❓