Usually a sync still in progress, which can take 24 hours, or an account type we cannot pull holdings from. Adding it manually is the fastest fix.
View moreWhen creating a draft you choose whether to include non-security net worth items - the default reflects deciding with your whole picture in view.
View moreSmall differences are usually data lag; connection partners guarantee data no more than 24 hours old. Larger gaps are worth reporting to support.
View moreA sudden 50-85% chart drop that didn't happen is almost always an unadjusted stock split. Use Report an issue in Security details to flag it for the team.
View moreUsually double counting: the connection imported both the fund holdings and the account total as cash. Edit the account in Net Worth to correct it.
View moreThe 10-day trial starts when you create your account, not when you first open a feature, so the timer runs from sign-up regardless of usage.
View moreThe figure usually includes a sweep money market fund. Run a fresh sync from Net Worth, or tune the threshold in Preferences - Email alerts.
View moreAnalysis is withheld when too many holdings are unrecognized, to avoid misleading results. The Details tab shows which securities are not resolving.
View moreSome brokerage holdings are not publicly traded - real estate co-investments and similar - so they are labeled private and handled differently.
View moreYou do not have to connect. Entering holdings manually or uploading a statement produces the same personalized insights from that data.
View moreDifferent recommendation tools cover different scopes and goals, so suggestions vary with which part of your portfolio you are optimizing.
View moreTransactions record historical buys and sells for cost basis and capital gains. They don't change current holdings, which you edit in Net Worth.
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