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How does the upgraded reporting break down my investments?

Constantina Kokenes avatar
Written by Constantina Kokenes
Updated this week

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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