Investment Account Charts and Dashboards for historical performance (edited)

markcp

I would like to see charts and dashboards for the historical performance of my investment accounts.  Seems like you have all of the data to do this.  Something like [removed] or [removed], they both provide this trending.

Coach Natalie

Hello All,

Great news -- the Investing Balance Over Time feature will allow you to see the historical performance of your investment accounts in Simplifi! More details on this feature can be found in our Support Article here. 

Please let us know if there are any questions!

-Coach Natalie