Account

Current value, cash, and holdings.

Account

Current account

Loading current account truth.

Account truth unavailable—Needs review
Spendable cash—
Positions value—

Account truth needs attention

  • Account cash needs verification. Enter a deposit/withdrawal or confirm cash balance. Buys remain capped by explicit cash.

Account values

Edit Fidelity total check

Fidelity total check and cash ready to trade

Update the Fidelity total check, spendable cash, and positions you verified in Fidelity.

Advanced cash fields

Invested positions

Holding value and average cost are optional.

SymbolSharesHolding valueAvg cost/shareRow

Save update

Preview the account truth before saving.

Current holdings and cash

Account ledger

No current account truth is available yet. Save a verified manual account update to populate this ledger.