Investments (Beta)

Mar 02, 2024

I’m thrilled to announce the first release of Investments.

You can now connect your investment accounts such as brokerage, 401K, IRA, and more. Balance will sync your holdings along with any investment transactions.

You can also track current market prices for your investments to see the real-time value of your assets. Lastly, your net worth will factor in your portfolio value, allowing you to track your investment performance over time.

A couple of things to note:

  • Unfortunately, Plaid does not support Fidelity accounts anymore. I’m exploring other ways to allow connecting Fidelity accounts in the meantime.
  • Investments is a beta release, so some things need to be polished. If you encounter any bugs or data discrepancies, please let me know.