In Cash, you’ll find bubbles below your cash balance. The bubbles are a visual representation of how you invested your money in that given month, giving you a quick overview of your investment behaviour.
The bubble amounts are calculated based on the total value of your buy and sell transactions for each asset class. To calculate the bubble value, the sum of all buy trades is subtracted from the sum of all sell trades. If the result is negative, the bubble value is set to 0.
Key details:
- Scroll through months by swiping left or right. Select a month from the list to reveal the different investments done in that month.
- You can only select one month at a time.
- Only months where you’ve done at least 1 investment transaction (ie. securities trades so deposits aren’t included) will be shown (in addition to the current month).
- Tap + to focus on an asset (for example ETFs).
Below the bubbles, you’ll find a list of all your Transactions:
- Cash in
- Cash out
- Buy/sell trade
- Deposits
- Interest payouts