Investments Widget Overview

• Overview
• Empty State

The Investments Widget shows a user’s investment accounts in one place and analyzes their investment data, offering insight into a portfolio’s composition and market positioning.

This is how the widget appears when no data is available.

​

Key Features

• View investment account details like gains and losses
• Visualize allocations
• See total portfolio value

• Overview
• Allocation
• Analysis

Overview displays the total portfolio value and gain/loss, and then each linked account and its gain/loss percentage individually. Selecting the arrow next to an account will expand the row and display the holdings, cost basis, market value, and other data.

Allocation shows asset distribution across categories such as:

• Cash
• U.S. stocks
• Foreign stocks
• U.S. bonds
• Other asset classes

Each asset can further show individual trade tickers for deeper insight. The chart shows the holdings plus the cash balance.

Analysis shows the portfolio positioning across market capitalization (small, mid, large) and valuation style (value, core, growth).