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How do I Track the Performance of my Portfolio?
How do I Track the Performance of my Portfolio?

Stay on top of your investment.

Updated over a week ago

Once you’ve signed up to a plan, you’ll be able to view the details in your account Portfolio. You’ll also see the option to speak to one of the experts that manages your investments and request periodic insights.

We’re also working on issuing automated reports via email, so it’ll be even easier to keep track.

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