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Active milestones for 2024 across your portfolio. Monitor how close you are to each savings goal.
Retirement
$420,000Real Estate
$85,000You have not met your targets for this year.
Last 5 months of activity
Upcoming
May 2024ScheduledSavings Plan
AcceleratedRecurringClaimable Balance
Once your bank is connected, balances over $10.00 are automatically eligible for monthly distribution on the 15th of each month.
Quarterly dividend payouts across your portfolio holdings.
450 Shares
112 Shares
85 Shares
320 Shares
Define your financial target and we'll help you pace your savings.
Set the minimum balance required before a payout is triggered.
$50 (MIN)
$10,000 (MAX)
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Deposits, withdrawals, and transfers.
Login attempts and account changes.
Updates at 25%, 50%, 75%, and 100%.
Daily portfolio summary and price alerts.
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