What is the "Portfolio" Section in the Yeeld App?
Understand the Portfolio Section and Its Purpose
The Portfolio section in the Yeeld app is your one-stop destination for managing all your investments and savings. It allows you to monitor your investment accounts, track their performance, and manage savings goals with ease. Within this section, you can access various investment products such as Stocks & Shares ISAs, General Investment Accounts (GIAs), and Self-Invested Personal Pensions (SIPPs), as well as create and manage Piggy Banks for specific savings goals.
Key Features of the Portfolio Section:
- Overview of Investments and Savings: View your total investment balance, individual account values, and all active Piggy Banks.
- Account Management: Open new investment accounts or manage existing ones, including your ISA, GIA, and SIPP.
- Piggy Banks: Set up and manage Piggy Banks to save for specific goals, such as holidays or big purchases.
- Investment Tracking: Monitor detailed performance metrics to understand your investment progress.
- Deposits and Withdrawals: Easily add funds to or withdraw from your investment accounts and Piggy Banks.
The Portfolio section provides a centralised view of your financial health, helping you make smarter investment and savings decisions.