Holdings convert automatically at live exchange rates. Check that Preferences - User profile - Your base currency matches the currency you want shown.
View moreFidelity crypto sits in a separate system our connection partners cannot reach. Upload a statement or enter the positions manually under Securities.
View moreA high Investable Cash figure means an account is holding a large uninvested balance. Go to Track - Details to find which account it comes from.
View moreUsually one of four inputs: spending set too high, a long life expectancy, missing income sources, or in-retirement risk set too conservative.
View moreRecommendations apply only to liquid holdings. To edit property details, open Net Worth - Real estate - pencil (Edit) icon. Model a sale as a Life Event.
View moreThe sale likely hasn't synced yet. Click Sync accounts in Net Worth for a fresh sync. If the sell isn't in Transactions, add it manually.
View moreThe engine optimizes for risk-adjusted returns, so concentrated positions surface. Click Ignore on the recommendation, or add context in Preferences.
View moreHarvesting applies to taxable accounts only. If it appears on an IRA or 401(k), that account's Tax Treatment is set wrong - correct it in Net Worth.
View moreA dash means our forecasting model doesn't cover that ticker yet, usually for newly listed or niche securities. Forecasts refresh on a weekly cadence.
View moreYields can come through wrong when a special distribution is read as ongoing income. Report an issue on the holding and we will correct the data.
View moreOverhaul chains ten trades sequentially, so it runs longer than a single recommendation. If it exceeds ten minutes, refresh and rerun on one Asset Group.
View moreDuplicates follow repeat connection attempts. In Net Worth, find the stale entry - older sync, $0 balance, or fewer holdings - and click the trash icon.
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