Alerts
What needs your attention
Portfolio well diversified
success
Your allocation across 6 institutions reduces concentration risk.
7/29/2026, 1:21:24 PM
Elevated annual fees detected
warning
One of your accounts charges above 0.75%. Consider a lower-cost fund.
7/30/2026, 5:21:24 AM
New statement available
info
Q3 statement is ready from Fidelity.
7/29/2026, 5:21:24 PM
Retirement goal on track
success
You are 78% of the way to your income target.
7/28/2026, 9:21:24 PM
Currency fluctuation — GBP
info
GBP declined 1.2% this week — affects your UK holdings.
7/28/2026, 1:21:24 AM