← Changelog
v1.4
A clearer view of your investments
Review portfolio performance, allocation and top movers, with an optional S&P 500 comparison.
InvestmentsPortfolioPerformance
Now you can
- Follow portfolio performance across daily snapshots and flexible time ranges
- Understand your allocation across asset classes, including supported funds
- Spot top movers and compare your return with the S&P 500
New
- Review total balance, gain or loss against cost basis, and return since Nino started tracking
- Explore portfolio performance across one week, one month, year-to-date, one year, or your full history
- Compare your portfolio return with the S&P 500 and show or hide the benchmark on the chart
- See your allocation across asset classes, with a look-through into the underlying mix of supported funds
- Find the holdings that gained the most during the selected time range and jump into the full holdings list
Updates
- Switch between your full portfolio and individual investment accounts from one view
- Choose whether cash accounts are included in your portfolio totals and allocation
- Review investment accounts, performance, allocation, recent activity, and holdings in one place