2026.07.19 — Account-scoped investment charts

Stocks, Mutual Funds, and Bank Account dashboards show the right chart when you pick one account — per-holding bars or that account’s balance trend.

Version 2026.07.19 · Last reviewed 2026-07-19

Summary

  • On Stocks and Mutual Funds, choosing one broker or platform account shows invested vs current value bars for each holding in that sleeve (instead of a blank or wrong summary chart)
  • All Accounts views keep the portfolio chart
  • On Bank Account, choosing one account scopes the balance trend to that account’s snapshots, labeled Balance for this account

Who it affects

  • Anyone who switches between All Accounts and a single Stocks, Mutual Funds, or Bank Account sleeve on the dashboard

Action required

None. Open the type dashboard and use the account switcher — the chart follows your selection.

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