The Betterment dashboard is designed to provide a comprehensive overview of your investments and financial health. Here’s a breakdown of the key features you’ll find:
Your portfolio overview gives you a snapshot of your current investments, including the total value, performance over time, and asset allocation. This section is crucial for keeping track of your financial progress and making informed decisions about your investments.
Betterment allows you to set and track various financial goals, such as retirement, buying a home, or saving for education. Each goal has its own investment plan, tailored to the specific time horizon and risk tolerance.
Stay informed about how your investments are performing with detailed performance tracking. Betterment provides charts and graphs that show your portfolio’s growth, returns, and comparison to benchmarks.
The account summary section provides an overview of your linked accounts, recent transactions, and available cash balance. It’s essential for managing your day-to-day finances and ensuring you have sufficient funds for investment.
Betterment’s tax impact section helps you understand the tax implications of your investment decisions. It provides insights into how much you might owe in taxes and offers strategies to minimize your tax burden.