🌞 Summer sale - 30% OFF all plans | Portfolio expense ratio and Watchlists in mobile
Hello, fellow investors!
As the summer season heats up, we are excited to offer you an exclusive opportunity to enhance your portfolio management with our special summer sale! Get 30% OFF all plans until June 27.
With our premium plans you can track an unlimited number of holdings, automatically sync with your brokerage, get weekly email updates, have access to our top dividend stocks list and many more useful features to take full control of your financial future.
👀 Also, don't forget to check out our latest product updates below - ETFs and mutual funds holdings data, annual fees for your portfolio, watchlists in mobile app and more..
Portfolio expense ratio
If you hold ETFs or mutual funds in your portfolio, it's very important to keep an eye on your expense ratios because it directly affects your investment returns.
High expense ratios mean higher fees, which can erode your returns over time, especially in long-term investments. For example, if an ETF expense ratio is 0.30%, the investor’s cost to hold the fund for a year is $30 for every $10,000 invested.
To check expense ratio for your funds go to the Portfolio -> Holdings page and enable "Expense Ratio" column. You will be able to see your overall portfolio expense ratio as well as expense ratio for each one of your holdings.
Holdings data for ETFs and Mutual funds
You can now view the top 10 holdings, as well as the sectors, asset classes and regions allocation directly on fund's page.
Mobile app update: watchlists and advanced charts
We're thrilled to announce the latest updates to our mobile app!
- You can now create and manage watchlists, making it easier to keep track of your favorite investments on the go.
- Additionally, we've significantly improved our charts to be faster and more responsive. You can now use two fingers on the chart to view changes over a custom period, providing you with a more interactive and detailed analysis experience.
📢 Coming soon - New brokerage connection provider
We will be adding new brokerage connection provider (Plaid) in the upcoming months. This will help us improve brokerage integration quality for US brokerages.
Until next time, have a good day!
