{"id":156,"date":"2021-10-11T12:00:00","date_gmt":"2021-10-11T12:00:00","guid":{"rendered":"https:\/\/moneywithkatie.com\/how-im-using-copilots-new-investments-feature-to-understand-my-performance\/"},"modified":"2025-09-05T16:54:23","modified_gmt":"2025-09-05T16:54:23","slug":"how-im-using-copilots-new-investments-feature-to-understand-my-performance","status":"publish","type":"post","link":"https:\/\/moneywithkatie.com\/how-im-using-copilots-new-investments-feature-to-understand-my-performance\/","title":{"rendered":"How I\u2019m Using Copilot\u2019s New \u201cInvestments\u201d Feature to Understand My Performance"},"content":{"rendered":"
\n

When Copilot announced it was launching a new section of its app, I was pumped. Their former lineup was as follows:<\/p>\n

Accounts | Transactions | Dashboard | Categories | Recurring<\/strong><\/p>\n

As I wrote in my original Copilot review<\/a>, I was immediately sold on the app after realizing how seamlessly it was able to integrate my 22 accounts (yes, 22) into something that was actually beautiful<\/em>. <\/p>\n

Meet the new addition:<\/p>\n

Accounts | <\/strong>Investments<\/strong><\/span> | Transactions | Dashboard | Categories | Recurring<\/strong><\/p>\n

Since Copilot used to update my net worth once a day, I wouldn\u2019t sit there and watch it move \u2013 but I also knew, to some extent, that it was<\/em> moving throughout the day (because the vast majority of my assets were invested in ETFs whose prices<\/em> were moving throughout the day), I just couldn\u2019t see it.<\/p>\n

Most<\/em> finance apps pull your investment data directly from the source. They go to your brokerage firm and say, \u201cYo, what does Becky have in her 401(k)?\u201d and then report that number back to you. That \u2013 for obvious reasons \u2013 limits the whole \u201creal time data\u201d feed thing, because they\u2019re relying on Bill Behemoth\u2019s website from the 1980s to spit back information. <\/p>\n

According to Copilot\u2019s founder, the official features list of the new addition is as follows:<\/p>\n

Get a birds\u2019 eye view of your investments. <\/p>\n

\u23f1\ufe0f View near real-time market data. <\/p>\n

See live balance estimates. <\/p>\n

Understand your investment returns. <\/p>\n

What does that mean, and how am I using it?<\/h2>\n<\/div>\n
\"

From left to right: The \u201cAllocation\u201d section above the \u201cHoldings,\u201d the top of the Investments tab with the estimated return for the selected timeframe and the \u201cTop Movers,\u201d and a \u201cdeeper dive,\u201d so to speak, into one particular account\u2019s performance and holdings.<\/p><\/div>\n

\n

The cool thing about the \u201cReturns\u201d section is that it doesn\u2019t merely tell you the net increase \u2013 after all, if you\u2019re contributing new funds to the account, it\u2019s going to look like things are crushing (when in reality, you\u2019re just adding cash). <\/p>\n

The \u201cEstimated Returns\u201d feature that Copilot introduced calculates how your holdings change over time and ignores new money transfers, resembling a more classic time-weighted return metric. This way, you have an accurate<\/em> understanding of which accounts are doing well, not just which accounts are growing fastest because of your own contributions. Tr\u00e9s chic.<\/p>\n

How Copilot adds real-time data to your investments<\/h2>\n

With the addition of the Investments tab, there\u2019s also some crazy algorithm that basically combines the information it receives from your brokerage firm with real time data about the price of the asset you own \u2013 so it can give you a hyper<\/em> accurate picture of your holdings. <\/p>\n

Frankly, I\u2019ve never seen anything like it. <\/p>\n

But is having that close of a grip on your holdings \u2013 there\u2019s even a section called \u201cYour top movers today,\u201d for example \u2013 a good thing?<\/p>\n

I thought about this a lot \u2013 and while I\u2019m nervous it may unintentionally encourage day trader-y behavior in a small subset of the audience, ultimately, this addition is a really positive thing. Why?<\/p>\n

Because honestly, I think a lot of us (myself included) have no idea what we own in some of our accounts. <\/p>\n

Seriously! I have this theory that if I walked down the halls at any American mega corp., stopped a random sampling of 15 people in the hallway, held a microphone to their face, and said, \u201cHEY, what\u2019s in your 401(k)?\u201d Ted Lasso-style, I bet fewer than half could tell me with any measure of confidence.<\/p>\n

The new \u201cInvestments\u201d section breeds intimacy<\/h2>\n

In my mind, it\u2019s less about knowing at any given moment of the day that the weed stock you bought in 2017 is down 6% today (guilty \u2013 damn you, Aurora Cannabis!) and more about having an easy-to-use tool at your fingertips that can aggregate every investing account you have<\/em> in one place for easy perusing. <\/p>\n

I\u2019m probably not going to jump through the dual factor authentication hoops of Fidelity Net Benefits every single day to take a looksy at my old 401(k), but hey, I may swipe past it on \u201cInvestments,\u201d notice it\u2019s crushing, and think, \u201cHm, I wonder what I own in that account? It seems to be doing great right now!\u201d<\/p>\n

Even if you don\u2019t end up making any investment decisions based on what you see<\/strong>, it\u2019s wise to know (a) what you\u2019re invested in and (b) where. <\/p>\n

I used to try to use Personal Capital for this purpose (specifically for viewing my overall asset allocation in one spot, since I have dozens of accounts of various sizes and holdings) but it always \u2013 frustratingly \u2013 would lose data connection. It seemed like every time I logged in, everything was broken and required time-consuming re-authentication.<\/p>\n

I have no idea how Copilot does it, but I can count on one hand the number of times I\u2019ve had to reconnect a bank account (actually, I can tell you exactly \u2013 I had to reconnect my American Express account one time in the last 6 months). That\u2019s it. <\/p>\n

When in doubt, zoom out<\/h2>\n

Another feature that I like about this<\/em> Investments section specifically is the ability to \u201cfilter\u201d the entire page of data based on certain time periods. This is especially helpful in weeks where things are tanking.<\/p>\n

In the red for the \u201c1W\u201d timeframe? No worries, just switch that shit to \u201cYTD\u201d and you\u2019ll get a better sense for how things are going this year.<\/p>\n

I didn\u2019t discover Copilot until April so my \u201cYTD\u201d view doesn\u2019t span all the way back to January, but you get the point:<\/p>\n<\/div>\n

\"

Things can be looking pretty bleak (down 2.37% over one week!), but you have to zoom out to be reminded that you\u2019re still up 3.47% since April (or YTD, if you had it since January).<\/p><\/div>\n

\n

All the data beneath this section changes, too, as you select different timeframes \u2013 so you can see which of your holdings or accounts is performing the best (and the worst) this year. Again, though, I caution you to make any rash decisions based on the data<\/strong> \u2013 instead, use it as a constant stream of inputs. Maybe you do<\/em> own a dog individual stock (Hi, Aurora Cannabis) that you\u2019d probably be best offloading and reinvesting in a broad-based index fund or ETF. <\/p>\n

You may have forgotten that you even had<\/em> them sitting in Robinhood and collecting dust, like I did.<\/p>\n

Ultimately, I use it as a reference point<\/h2>\n

Much like I use Copilot\u2019s \u201cAccounts\u201d section to keep tabs on activity in my various credit card and checking accounts all in one place, I\u2019m going to use the Investments tab to keep tabs on my holdings. <\/p>\n

In fact, the \u201cHoldings\u201d section revealed something somewhat alarming to me:<\/p>\n<\/div>\n

\"

This list keeps going\u2026 and going\u2026<\/p><\/div>\n

\n

$144,478 of my net worth (roughly 39%) is in one asset: the S&P 500! What\u2019s worse, another<\/em> $45,126 is in the Total Stock Market index, which is \u2013 for all intents and purposes \u2013 effectively the exact same thing (correlation 0.97; they\u2019re practically identical assets).<\/p>\n

That\u2019s more than 50% of my money in large cap growth. And while I knew I\u2019d bought a decent amount over the years, I had no idea I owned that much<\/em>. <\/p>\n

It made me realize I need to start diversifying even more aggressively outside of large cap growth. Until I saw the list of holdings across all of my accounts right in front of me, I didn\u2019t know. <\/p>\n

That means VOO, VTSAX, VFIAX, VTI, and ITOT had all been purchased across 4 or 5 different investment accounts, effectively buying a whole lot of the exact same thing.<\/p>\n

See why having all this in one place can be interesting, to say the least?<\/p>\n

In conclusion<\/h2>\n

The \u201cInvestments\u201d tab is another slam dunk from Copilot, as long as you don\u2019t succumb to any day trading tendencies as a result of having access to so much of your own real time data. With great power comes great responsibility.<\/p>\n

The only<\/strong> improvement I\u2019d like to suggest for the next round of iterations is a beefier Allocations<\/strong> section. Ultimately, that\u2019s the only thing that I feel Personal Capital still has on Copilot: It can show you a (pretty cool) breakdown of your asset allocation across domestic, international, stocks, bonds, and more. The current Allocations section on Copilot breaks it up by ETF, mutual fund, equity, and cash, which leaves something to be desired for me.<\/p>\n

(When I reached out to Copilot about this feedback, they said, and I quote, \u201cThat\u2019s great feedback! We agree, and it\u2019s at the top of the list for future improvements. We update the app every other week with new features and fixes, so we expect to get to it soon along with several other useful enhancements to the Investments tab.\u201d That\u2019s another thing about this app \u2013 if you have feedback, you can swipe over to the chat and literally tell them what you want<\/em>. Pretty cool.)<\/p>\n

Get started with Copilot today<\/h2>\n

The code KATIE2<\/strong> will double your free trial if you\u2019d like to give the app a try! Just enter it in the \u201cInvite Code\u201d spot when you’re selecting your billing preferences.<\/p>\n

Copilot is available in the U.S. and currently only to iOS users (but I believe an Android version is in the works!).<\/p>\n<\/div>\n
\n
\n Get Started with Copilot
\n <\/a>\n<\/div>\n

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The link above will take you to the App Store. <\/em>Here\u2019s their website<\/em><\/a>.<\/em><\/p>\n

Disclaimer<\/h3>\n

I reached out to Copilot and asked them if they\u2019d be willing to sponsor a review of their product on my site and provide a code for my audience to extend the free trial, and they obliged. They had no input<\/strong> on the content in this post. <\/p>\n<\/div>\n

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When Copilot announced it was launching a new section of its app, I was pumped. Their former lineup was as follows: Accounts | Transactions | Dashboard | Categories | Recurring As I wrote in my original Copilot review, I was immediately sold on the app after realizing how seamlessly it was able to integrate my […]<\/p>\n","protected":false},"author":178814,"featured_media":2435,"comment_status":"closed","ping_status":"open","sticky":false,"template":"si-template-single-post-taxable-investing.php","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[44],"class_list":["post-156","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing-and-taxes","tag-taxable-investing"],"yoast_head":"\nHow I\u2019m Using Copilot\u2019s New \u201cInvestments\u201d Feature to Understand My Performance - Money with Katie<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/moneywithkatie.com\/how-im-using-copilots-new-investments-feature-to-understand-my-performance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How I\u2019m Using Copilot\u2019s New \u201cInvestments\u201d Feature to Understand My Performance - Money with Katie\" \/>\n<meta property=\"og:description\" content=\"When Copilot announced it was launching a new section of its app, I was pumped. 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