Home Page Help
Do you have an immediate problem or feedback about the Home Page? Please email us at wealthtracker@stifel.com for more help.
Home Page Overview
The home page is your personal financial dashboard, presenting you with an organized view of all of your finances in one place. All your investments and accounts come together to create a unified balance sheet, an overall net worth history, and an aggregate view of your daily changes.
Tip: Need to add an account? Use the Link more accounts button at the top of the page, or use the Menu to go to the Manage Accounts Page. Learn more about Linking Accounts.
Selecting Accounts
The home page allows you to switch between viewing a single account, a group of accounts, or all your accounts at once. Just use the Account Selection Dropdown near the top right of the page to change your selection, and the entire page will dynamically update to show only the selected accounts.
Tip: To make it easier to switch between groups of accounts, like "kids" and "retirement", learn how to create Account Groups here.
Learn more about the Account Selection Dropdown here.
Home Page Features
Net Worth Chart
Monitor your finances over time. You can quickly navigate to see your holdings, activity, review your cash flow, and see a balance sheet view of your net worth which you can compare over your choice of timeframes.
The amount of historical data available for each of your accounts in Stifel Wealth Tracker depends on the account source.
Stifel Account History: No matter when you enroll with Stifel Wealth Tracker, the app will provide a full year of historical data for your Stifel Accounts.
Linked Account History: Stifel Wealth Tracker will save historical data for linked accounts starting from the date they were linked.
Manual Account History: The history of a manual accounts begins on the date that you added it to Stifel Wealth Tracker, and the history is updated when you manually change the value of the asset or liability.
How often is my financial data updated?
Your Stifel data is always up-to-date. Data from accounts at other institutions is updated every day. To find out more, head to How Often Is My Data Updated?
Note: If you see an unexpected change in your net worth on a given day, it might correspond to the date you added a Manual Asset or Liability. For example, your net worth will show a big jump on the day you added your Home as a Manual Asset, even though that was not the date you made the purchase.
Important: You can view your accounts in one of two ways, either individually by selecting
Balance Sheet
As you add accounts and other manual assets and liabilities to Wealth Tracker, the app adds them to your personal balance sheet. By pulling in all of your investments, retirement accounts, checking and savings accounts, mortgage statements, student loans, credit cards, and more, you'll get a side by side comparison of your assets and liabilities, ultimately reflecting your total Net Worth.
Today's Market
To gauge mass market movements as a whole, you can scroll down to our "Markets Today" section to view how the Dow Jones, S&P 500, and Nasdaq are performing in real-time.
Your Daily Movers
Continuing down the homepage page further, you'll find your "Daily Movers." This feature lets you view holdings (in your own portfolio) that may be of particular importance to you. Throughout the day, these "movers" will change and you'll be able to see how they have impacted your overall portfolio.
Your Daily Movers are drawn from all the currently selected accounts in the Account Selection Dropdown.
Financial Advisor
Stifel Wealth Tracker is free and was developed to help everyone organize their finances. You do not have to be a Stifel client to use the app, but if you are ever in need of experienced financial advice or just a different investment perspective, a Stifel Advisor is always just a click away.
Common Questions
Where to go from here:
- Start Linking Accounts from other financial institutions to start building your balance sheet
- Add Manual Accounts, like the value of your home.
Why is some of my account data not visible on the Home Page?
You can always choose which accounts are being used to drive your analysis using the Account Selection Dropdown at the top right of the page. If you are not seeing all the data you expect, make sure that "All Accounts" is selected. To learn more, head to Selecting and Filtering Accounts.
Need More Help?
Do you have a question or issue that is not covered here? Check out the related pages below, or please email us at wealthtracker@stifel.com for more help.
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