Activity Feed
A month-grouped timeline of portfolio money movements with inflow and outflow filters.
Last reviewed 2026-07-15
The Activity Feed is a workspace timeline of money moving through your tracked investments. Use it when you want a chronological view instead of a type-specific dashboard table.
Open Activity Feed from the sidebar.
What you see
- Activity cards grouped by month
- Per-month inflow, outflow, and net-flow summary
- Links from a card back to the source investment when available
The feed fills as you add accounts, snapshots, holdings, and deposits for Bank Account, Stocks, Mutual Funds, and Fixed Deposit.
What “inflow” and “outflow” mean
For the live types, recording a holding or snapshot is treated as an inflow in the feed — it means value was added to your tracked portfolio, not a bank-ledger cash transfer. Outflow appears when value leaves tracking (for example deletes or reductions the product records as such).
This is portfolio activity language, not a full bank statement.
Filters
Use the toolbar to narrow the list:
- Type — filter by activity kind
- Date range — focus on a period
- Flow direction — Inflow or Outflow
Clear a chip when you want the full timeline again.
Empty and sparse states
If nothing matches your filters, clear them and try again. If the feed is empty overall, start by adding an investment account or importing a statement.
A short Recent Activity preview also appears on the Wealth Dashboard.