Find your way around Investments

Open Investments. The section opens on the Overview.

The Overview

The Overview adds up every investment account you have, on any plan.

• Total investments is the same total your dashboard shows.
• Change in period follows the date menu at the top right.
• The Taxable, Pre-tax and Tax-free cards split the total by how each account is taxed.
• What it is invested in shows a donut of stocks, bonds, cash and the rest.
• Performance draws your investments over time. Choose By type, By tax or Total.

Below the charts, your accounts are grouped by what they are for. Drag a group to reorder it, or select its header to collapse it.

The tabs

Each investment account appears in one tab, based on its type.

Tab	What it holds
Stocks & Funds	Brokerage and crypto accounts, one row per holding
Retirement	401(k), IRA, Roth IRA and other retirement plans, one row per plan
Education	529 plans, Coverdell accounts and other school savings, one row per plan
Health	HSAs, one row per plan
Property	Your home and other real estate
Other Assets	Anything else you own, such as a car

To move an account to a different tab, open Settings, then Accounts, select the account and change its type or sub-type.

Open a section on your favorite tab

Hover over a tab and select the pin beside its name. Investments now opens on that tab instead of the Overview. Select the pin again to unpin it. Transactions and Cash Flow have pins too.