Assets

The Assets page in StocksBoard provides a consolidated view of all your holdings, grouped by symbol regardless of which account(s) they are held in.

This page is especially useful when you own the same security (e.g., NVDA) across multiple accounts and want to see a single aggregated position with total shares, total cost, market value, and performance metrics.

Like the Accounts page, the Assets page lets you sort the data by any available metric.

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Tapping on any asset opens a detailed drill-down view showing all accounts that hold that asset, along with the breakdown per account.