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7 Things to Love About Your Home Page
Written by the Inspired Investor team | Published on December 11, 2024
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By now you might have seen your updated home page, designed to provide you with a more intuitive and convenient way to stay on top of your portfolio and market trends. Even more new and returning features are here! Here’s what to look out for:
- A combined portfolio view
You’ll see a refreshed look at your entire portfolio, now broken down by asset class for easier tracking. Plus, see your intraday unrealized gains and losses at a glance, along with the new Projected Income feature.
2. Cash view
Cash view is back! You’ll once again be able to see your cash breakdown at a glance. Simply click on your cash balance to view the amount in each of your accounts.
3. Four shortcuts
Access core platform features like Transfer Funds, Place an Order, Order Status, and the Trading Dashboard – with just a click. With key actions right at the top of the page it’s easier to navigate seamlessly through the platform.
4. Market snapshot
Located at the top of the home page, the new Market snapshot helps you keep tabs on daily market fluctuations. To see a detailed quote, click on the market.
Click on the gear icon on the far right to choose which markets/indices appear.
5. Recent events driving your holdings
Recent Events Driving Your Holdings has been updated to make it easier for you to get in-depth insights about your holdings. With a new slide-out view and the option to filter by account and event type, staying informed about your investments is easier. To gain a better understanding of each event type, click Learn more about event types.
6. Privacy mode
There is now a way to hide the values in your portfolio when you’re in public. Click on Hide Values in the top menu bar to enable privacy mode.
7. Trading authority profiles
If you have Trading Authority, you’ll now be able to flip between accounts using a drop-down menu, allowing you to easily differentiate between your own accounts and those you manage. You can select the accounts to display using the dropdown under Portfolio Overview.
More enhancements to come – stay tuned!
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Screenshots are for illustration purposes only.
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