> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Investments Widget Overview

<Tabs>
  <Tab title="Overview">
    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.

    <img src="https://mintcdn.com/mx-7a01b258/okX1fNbKtNWRCDvn/images/experience/pfm/investments-overview.svg?fit=max&auto=format&n=okX1fNbKtNWRCDvn&q=85&s=832c5448629367a6fd72e49c057abc75" alt="Investments Widget" width="1084" height="1243" data-path="images/experience/pfm/investments-overview.svg" />
  </Tab>

  <Tab title="Empty State">
    This is how the widget appears when no data is available.

    <img src="https://mintcdn.com/mx-7a01b258/okX1fNbKtNWRCDvn/images/experience/pfm/investments-empty.svg?fit=max&auto=format&n=okX1fNbKtNWRCDvn&q=85&s=25c0c94a83986e6c956b12bd030a28ee" alt="Empty Investments Widget" width="1224" height="974" data-path="images/experience/pfm/investments-empty.svg" />
  </Tab>
</Tabs>

## Key Features

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

<Tabs>
  <Tab title="Overview">
    **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.

    <img src="https://mintcdn.com/mx-7a01b258/okX1fNbKtNWRCDvn/images/experience/pfm/investments-overview.svg?fit=max&auto=format&n=okX1fNbKtNWRCDvn&q=85&s=832c5448629367a6fd72e49c057abc75" alt="Full Investments Widget overview" width="1084" height="1243" data-path="images/experience/pfm/investments-overview.svg" />
  </Tab>

  <Tab title="Allocation">
    **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.

    <img src="https://mintcdn.com/mx-7a01b258/okX1fNbKtNWRCDvn/images/experience/pfm/investments-desktop.svg?fit=max&auto=format&n=okX1fNbKtNWRCDvn&q=85&s=3fbb2dd838c159b889309a278f0c9805" alt="Full Investments Widget desktop" width="1084" height="1243" data-path="images/experience/pfm/investments-desktop.svg" />
  </Tab>

  <Tab title="Analysis">
    **Analysis** shows the portfolio positioning across market capitalization (small, mid, large) and valuation style (value, core, growth).

    <img src="https://mintcdn.com/mx-7a01b258/okX1fNbKtNWRCDvn/images/experience/pfm/investments-analysis.svg?fit=max&auto=format&n=okX1fNbKtNWRCDvn&q=85&s=d97371887e8b85bb6ef221ef75c32e37" alt="Full Investments Widget analysis" width="1084" height="1243" data-path="images/experience/pfm/investments-analysis.svg" />
  </Tab>
</Tabs>