How do I switch between my portfolios?

Once you track more than one person, every screen can show just one of them or all of them at once. The control for that lives in the top bar, next to the logo — the portfolio switcher.

Open the switcher

Click the switcher pill and the Viewing panel drops down with everyone you track. Whatever you pick here filters the entire app — dashboard, holdings, goals, tax, all of it.

Pick one person to focus on them, or All portfolios to see the whole family combined.

One person, or everyone

• All portfolios — the whole family combined, the default household view.
• A single portfolio — just that person's holdings, gains and goals.
• Manage portfolios — jumps to Settings → Portfolios to add or edit anyone.

Tip: Live in All portfolios day to day for the full picture, and switch to one person only when you want to add a trade or check their numbers in isolation.