Track balance changes automatically enabled for new "investment" accounts

Track balance changes automatically enabled for new "investment" accounts
Update · 5 Mar

The “track balance changes” feature was released at the end of 2021, and is described in this blog post. This has been working very well for accounts which regularly change in value, but don’t have transactions that account for those value changes - like investment accounts.

In light of this, PocketSmith will now automatically turn this option on for any new investment accounts which are created via a Feed, or if an existing account is switched to the “investment” account type.