FAQ

Will this help me track my stocks?

Yes and no. It will track your stocks quarterly, but it won’t connect to the stock market, or update to tell you when to buy stocks, or what exactly to buy for that matter.

Will it tell me what fund or stock exactly to buy?

No. This will track your chosen investments (funds or stocks) quarterly, give you summaries, automated charts and when you go to rebalance your portfolio, it will tell you (based on how much you have to invest that quarter), where to put every single dollar to bring it back to your rebalancing strategy.