The Peek Page is a dynamic, real-time summary of your portfolio that distils key insights, flags potential risks, and offers actionable suggestions to optimize your investments. Think of it as almost like a Facebook newsfeed, but for your personal finances.
View Your Net Worth Snapshot
Start by getting a quick overview of your financial standing.
Navigate to the Peek Page from the main menu.
At the top of the page, you'll see a Net Worth Snapshot.
This snapshot displays your Total Net Worth, Liquid Net Worth, and Investable Cash.
Use this at-a-glance view to assess your overall financial position, including how much of your assets are liquid and available for investment.
Explore AI Widgets for Key Insights
The AI-powered widgets provide deep insights into your portfolio's composition and potential risks.
Concentration Risk Analysis
Scroll down to find the Concentration Risk widget.
Review your portfolio’s Herfindahl-Hirschman Index (HHI) score to see if your investments are too concentrated in a few assets or sectors.
If your portfolio is moderately or highly concentrated, consider the suggestions to diversify your holdings.
Portfolio Overlap Analysis
The next widget examines Portfolio Overlap.
Check for any significant overlaps between individual stocks and ETFs, which could increase your exposure to certain assets.
Follow the recommendations to reduce overlap and manage concentration risk.
Asset Allocation Risk
Review the Asset Allocation widget to compare your current allocation against recommended targets.
Pay attention to any deviations, such as high exposure to volatile assets like crypto.
Use the suggestions to rebalance your portfolio and align it with your risk tolerance and financial goals.
Stay Tuned for Notifications and News Updates (Coming Soon)
We’re working on adding new features to keep you even more informed:
Personalized Notifications:
Soon, you’ll receive notifications directly on the Peek Page, alerting you to important changes in your portfolio or market conditions.
These reminders will help you stay proactive about your investments.
Real-Time News Updates:
Keep an eye out for real-time news related to your specific holdings.
This feature will allow you to react quickly to market developments that may impact your portfolio.