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The Public Investments section tracks holdings in your connected brokerage accounts.

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What’s included

  • Individual stocks
  • ETFs and mutual funds
  • Bonds held in brokerage accounts
  • Cash sweep balances

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Adding accounts

1

Connect via Plaid

Most major brokerages (Fidelity, Schwab, Vanguard, E-Trade) support Plaid.
2

Or connect via SnapTrade

For brokerages Plaid doesn’t cover, use the SnapTrade option in Connect Account.
3

Or add a manual holding

Click Add holding, enter ticker, shares, cost basis, and account.
4

Or import a CSV

Upload a holdings export from your brokerage and file it into an account in one go. See Import Holdings from a CSV.

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Detail view

Click Public Investments on the Assets and Liabilities page to see:
  • Value chart with day change and total return
  • Sector allocation
  • All holdings across all brokerage accounts
  • Activity (buys, sells, dividends)
  • Tax section with realized and unrealized gains