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How does the upgraded reporting break down my investments?

Josh avatar
Written by Josh
Updated over a month ago

With the upgraded reporting, you can track earnings and total value for your investment accounts (Flywheel, Notes, LROs). Just open an account to get details like your Invested Balance and Dividends.

For Flywheel, the Activity section shows a monthly view, breaking down your investments by each Flywheel iteration you hold.

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