02/10 Updates

Net Worth Forecast Advanced Settings: By popular request, you can now fine-tune your Net Worth forecast! Allocate your contributions across different asset classes to get a more accurate projection.

Edit Account Names: Tired of default account names? You can now personalize them! Simply head to the Accounts page and rename your accounts under the Edit section.

Edit Cost Basis: Not all synced accounts provide cost basis details at the time of connection. You can now manually input the cost basis to ensure your Investments page and ROI metrics are accurate across your entire portfolio.