Portfolio Goals

Simple goal watchers that help you track balance progress and stay aware of how your portfolio evolves over time.

Overview

Portfolio Goals act as balance watchers on your account. Once a goal is created, the system monitors changes and evaluates progress automatically.

How It Works

You define a target balance or growth objective. From that point forward, Portfolio Goals observe your account and measure changes relative to your goal.

Create a balance-based goal
Enable goal tracking
System monitors portfolio changes
Progress is evaluated automatically

Progress Notifications

When goal tracking is enabled, you receive notifications as progress occurs. This keeps you informed without requiring constant manual checks.

Notifications on balance progress
Awareness without constant monitoring
Clear signals when milestones are reached

Flexible & Non-Intrusive

Portfolio Goals do not execute trades or move funds. They simply observe and report—leaving full control in your hands.

No automated actions
No forced decisions
Purely informational tracking

Use Cases

Portfolio Goals are useful in both personal and professional contexts.

Tracking long-term portfolio growth
Monitoring savings or capital targets
Observing account performance over time
Maintaining awareness without stress

Track Progress With Intention

Set goals once and let the system quietly keep you informed as your portfolio evolves.

Progress Without Noise

Not every decision needs immediate action. Sometimes, awareness is enough.

Portfolio Goals are designed to observe, not interfere—providing clarity without pressure.

As balances change, progress becomes visible in a calm and structured way.

Clear Targets

Define balance goals with purpose.

Automatic Tracking

Progress is monitored without manual effort.

Timely Awareness

Notifications keep you informed as progress happens.

No Interference

Goals observe—they never execute actions.

Long-Term Perspective

Designed for steady progress, not short-term noise.

Clarity Over Time

Understand where you are—and how far you’ve come.