Investment

An Investment project tracks your brokerage accounts — holdings, trades, dividends, and option activity — and turns them into a clear picture of performance, not just raw balances.

What you can see

• Portfolio at a glance — how each account is taxed, returns by position and by period, an overall performance summary.
• What you own — asset allocation and how it's drifted over time, your top holdings and concentration, unrealized gains and losses, where your money sits (taxable, tax-deferred, tax-free).
• What it earned you — income by source and by holding, contributions vs. growth over time, realized gains, forward-looking income and yield.
• Options — a summary of options activity, positions, and strategy, if you trade them.

The emphasis throughout is on returns and performance — how your investments are actually doing — rather than just a snapshot of what they're worth today.