See your portfolio
Investments are scattered by design
Different apps, different accounts
A 401(k) here, a brokerage there — no single total.
Allocation is hard to see
Stocks, bonds, crypto — the real mix is rarely obvious at a glance.
Performance is easy to lose track of
Without daily history, it's hard to say how you're actually doing.
What the Portfolio page shows
One allocation ring
Total value at the center, asset classes broken out around it.
Every holding, merged
Positions from every linked account, combined into one list.
Unrealized gain/loss
Shown all-time, whenever cost basis is available.
Daily value history
A real recorded snapshot each day — 1M, 3M, 6M, 1Y, or all time.
Scrub the chart
Drag across the history to see the change since any date.
Shared for households
On the Household plan, holdings merge across every member.
Common questions
Which accounts show up here?
Every linked brokerage and retirement account, merged into one view.
How often does value history update?
Daily — a real recorded snapshot, not an estimate.
Does it show gain and loss?
Yes, whenever cost basis is available from your linked accounts.
Is this part of Premium?
Yes, included with MizuFlow Premium.