The Feed is your portfolio’s activity stream — a single, chronological list of everything that’s been happening: activities, price updates, written updates, and metrics. It groups activity by date, keeps track of what you’ve already seen, and lets you filter and search so you can zero in on the activity that matters.

You reach the Feed from the Feed tab (the scroll icon) in the main navigation bar. When there’s new activity you haven’t looked at, a small badge appears on that tab.

Choose what kind of activity to see#

The Feed shows one kind of activity at a time, chosen with the tabs at the top. It opens on Activity by default. The available tabs are:

• Activity — money activity on your holdings (buys, sells, dividends, and so on). See Activities.
• Price Update — prices you’ve recorded for your holdings.
• Update — written updates and notes.
• Metric — recorded metric values.

A tab shows a small unread bubble when it has activity you haven’t seen yet, so you can tell at a glance where the new items are. On the web, the Feed also shows how many items you’re currently viewing.

Filter and search#

Use the controls at the top of the Feed to narrow the list:

• Search. Type in the search box to filter the feed. Search matches a lot of fields — a holding’s name, its parent and owner, the description, the value, and even dates typed in different formats (for example 4/15 or Apr 15). Clear the search to return to the full list.
• Date range. Open the filter popup to choose how far back to look: 30 Days, 60 Days, 90 Days, 6 Months, or 1 Year. It starts at 30 Days.
• Transaction Value. Also in the filter popup, narrow the list to a minimum size — All, >$1K, >$10K, >$100K, or >$1M. It applies to whichever tab you’re on, using each item’s value.

Keep track of what you’ve read#

The Feed remembers what you’ve already seen so you can spot new activity quickly:

• A “New” divider marks the boundary between activity you’ve read and activity you haven’t, and when you open the Feed it scrolls to that divider so you start at the first new item.
• As you scroll past items, they’re marked as read.
• Your read position is tracked separately for each kind of activity, so catching up on activities doesn’t change your unread updates or metrics. It’s saved as you go, so it’s still there when you come back.

Spot activities that were paired after you read them#

Sometimes an activity you’ve already read later gets paired with its other side (for example, the matching side of a transfer). When that happens, a floating button appears telling you how many read items have been assigned.

• Tap the button to filter the list down to just those assigned items so you can review the pairings; tap it again to go back to the full list.
• Dismiss the button to hide the notice.

Read an activity in the feed#

Activity cards are designed to show the flow of money at a glance:

• A two-sided activity shows where the money came from and went to, joined by an arrow.
• A one-sided activity shows a single holding with a blue arrow.
• An incomplete activity — one that’s missing its other side — shows a red arrow. Tap it to open a popup that helps you inspect and resolve the issue.
• Where it applies, the card shows the value (with its sign), and the units and price.
• An activity you’ve marked as a duplicate appears dimmed with a Duplicate badge. Its ⋯ menu is where you mark, review, and unmark duplicates — see Mark an event as a duplicate.

Tap an activity to open its detail page, or tap one of the from/to chips to jump straight to that holding.

Other activity in the feed#

• Updates show a sentiment icon and a short description (trimmed to a few lines). Tap one to open it in full.
• Metrics show a name and value. Tap one to open its detail.
• Price updates appear in the same card style. Tapping one opens an edit popup so you can adjust the price right there, rather than navigating away.
• For updates and metrics, the parent item chip links back to the holding the activity belongs to.

Refresh the feed#

There’s no refresh gesture to reach for — the Feed keeps itself current.

• It refreshes on its own when you return to it from another screen, so moving away and coming back is all it takes to load the latest activity.
• To force a fresh load without leaving the Feed, reload the page in your browser.