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October 2, 2025 · New feature

A more powerful Holdings tab

Filter and sort your holdings with more flexibility than ever. By sector, region, ETFs vs. stocks, and more.

By Sammy Lau ·

We are kicking off October with another new feature. You can now filter and sort your Holdings with more flexibility than ever.

Filter by sectors, regions, ETFs vs. stocks, and more. Sort them however works best for you.

Have more ideas for features you would find useful? We would love to hear them. Try it out and drop us a quick note if anything stands out.