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Make Money - [Multi-Component] Track Your Portfolio

Be an intelligent investor and keep track of the current value of your portfolio. Make smart decisions on when to sell or buy based on your rules, and track your realized returns.

Love our systems and want to understand how it works? We’ve broken down all of the parts that make up each dashboard so that everyone has the ability to deconstruct, re-create, and extend their dashboards as they wish.
 

What’s In This Section?

Each dashboard has a primary functionality that it fulfills, and breaks down into sub-sections to fulfill that use-case. Each section serves one core functionality via multiple views and / or widgets.


 

Core Functionality

Keep your portfolio updated so you can monitor your investments and make buying and selling decisions based on your rules.

 

Sub-Section 1: Unrealized Gains

View and track the progress of your current investments here.

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Sub-Section 2: Roboadvisor

To make informed investment decisions, it's important to keep track of the current value of your portfolio and get a good overview of investment recommendations based on your goals and risk tolerance. Roboadvisor can help with this.

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Subsection 3: Realized Returns

Assess how your actual returns have performed, taking into account both gains and losses.

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What’s Next?

Fast Track Your Mastery

Learn the principles behind our systems with our 4-week boot camp designed to help you go from zero to hero with being intentional and gamifying your life.

If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.


Was This Helpful?

If you still have questions, let us know how we can help! If you'd have any thoughts or feedback to improve this article, please click the bookmark below to access the Notion page powering this article and comment + edit.

Thank you for helping our family level up!

 
 
 
 
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