Recap - View Portfolio Trends, Allocations & Performance

Recap shows you reports with the value or allocation of all your assets, debts and net worth as of today and how it changed over time.

Just select the report, the time period and if you want to see the change in values or the allocation.

Recap reports show consolidated holdings from all the brokerage accounts in the portfolio.

If the portfolio has linked portfolios, Recap reports of the parent portfolio will show consolidated holdings of the child portfolios.

Here's a video walkthrough of the Recap feature.