The TPE User Dashboard brings your own connected financial accounts together in one place. The Portfolio Summary tab shows the current value and holdings of your linked investment accounts, the Debt Summary tab shows the details of your linked debts, and the Budget Summary tab tracks your daily and weekly spending, largest transactions, and latest activity for your connected accounts.
It's a personalized dashboard that brings your own connected financial accounts together in one place, across portfolio, debt, and budget views.
The Portfolio Summary tab shows the current value and holdings of your linked investment accounts.
The Debt Summary tab shows the details of the debts linked to your account.
The Budget Summary tab tracks your daily and weekly spending, your largest recent transactions, and your latest account activity.
Yes — this dashboard is built around your own connected accounts, so you'll need to link accounts (and be signed in) to see personalized data here.
