We're thrilled to introduce Stock Search, a powerful new feature designed to save you time and provide instant insights into your investments.
🔍 Stock Search
Stock Search allows you to quickly analyze your stock holdings and trade history across all your investment accounts in one place.
Let's say you currently own Tesla (TSLA). Quickly:
1. View total family holdings for any stock
2. Compare ownership across accounts
3. Track returns at holding and trade levels
4. Access interactive charts
Sell all of your Tesla? No problem, use Stock Search to quickly review all of your past trades.
Time is money. With Stock Search, you can unlock insights and examine your portfolio faster.
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