Works with: the sample · your own assets
What is on it
- Total assets — the amount, today's change and your gain so far, on one card. Amounts show by default; to cover them, turn on Settings > App > Hide amounts. They blur, and show only while you press and hold.
- The class bar — real estate · overseas ETFs · funds · savings · cash · stocks in one row. See details underneath opens the portfolio report.
- What to do now — appears only when something has drifted from its target by more than your threshold (5 pp by default). Go adjust opens the adjustment plan. When there is nothing to adjust, the card does not appear at all.
- Markets — three cells. The exchange rate always keeps its place, and the first two follow whichever market is open — KOSPI · KOSDAQ while Korea trades, Nasdaq 100 · S&P 500 while the US does. More shows all eleven, treasury yields and oil included.
- News — two recent headlines. Tap to read; More goes to the news tab.
The account list and the list of gaps live on the Assets tab. The first screen does not repeat the same list.
On Mac · iPad
With a wide screen the total stretches sideways and the largest accounts and target gaps lists come back as cards. These are machines for seeing several things at once, so moving between tabs costs more than it does on a phone.
Worth knowing
- Dollar holdings are converted to won with the USD/KRW value from market indicators, inside the app only.
- Pull down to refresh prices, assets and news together. On Mac and iPad it is the refresh button at the top right.
- Appearance (system · light · dark) and text size are in Settings > App.