Unveiling the Yearly Report: Your Investment Year in Review

We’re thrilled to unveil the Yearly Report — an exciting new feature designed to give end-users a comprehensive recap of their investment performance over the past year.

Following the success of the Weekly Report, this annual feature takes performance tracking to the next level. The Yearly Report provides an engaging overview of a users’ portfolio journeys, helping them better understand achievements and insights as investors.

A Deeper Dive into Your Investment Story

Here’s what makes the Yearly Report stand out:

• Total Portfolio Growth | See how your portfolio stacks up! Users will get a clear view of their overall performance compared to market indices and other users on the platform.
• Top-Performing Assets | The report highlights the best-performing stocks, ETFs, or other assets in a portfolio.
• Favorite Industry | What’s your go-to sector? The Yearly Report identifies the industry one invested in the most throughout 2024.
• Total Trades Executed | Track activity with a breakdown of all the trades executed in 2024, categorized by buy versus sell.
• Most Active Month | Spot trading activity peaks with a highlight of the most active month.
• Best Sell | What was the best decision this year? The Yearly Report identifies the sale where one made the highest return.
• Most Traded Stocks | Find out the top three most frequently traded assets.
• Community Engagement | The recap includes a summary of how a user interacted within the community—posts, reactions, comments—and how others engaged with their content.

Plus, the Yearly Report is easily shareable. Whether it’s within the app or beyond, users can easily showcase their performance, sparking meaningful conversations and learning opportunities with other investors.

Behind the Scenes of the Yearly Report

Creating this feature was a major collaborative effort between our Commercial, Product, and Design teams. We wanted to make something that was not only informative, but also fun and digestible—a tool that both celebrates growth and inspires continuous improvement.

We hope you love exploring your Yearly Report as much as we loved creating it.

Interested in adding this and other features to your brokerage? Get in touch!