Investments
Every account, every position and every dollar of it, resolved into one portfolio and measured against the risk you actually want.
Every account, one total.
A 401(k), a Roth IRA, a traditional IRA, an individual brokerage and a crypto exchange. Lucid adds them up and shows you the line they make together.
Down to the position.
Twenty four holdings, sorted by what actually moved this week. The whole list runs past, from the coin that fell a third to the cash that did not move at all.
And whether it is balanced.
Five bands, reduced from the same holdings. Switch to risk and the same five rows are measured against a model portfolio at the tolerance you pick.
One position, in full.
What it is worth, how many shares, what you paid, what it has returned and how much of your portfolio it is. The same read for a coin, a single stock and an index fund.
Crypto is $6,338 of this portfolio, 4.6% of it, and it produced the three biggest drops of your week. An aggressive model would hold 11%. You are under weight there, which is why the week still finished up.
More features to explore
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