Feature Update

Investment Tracking is Here: B:Side Assist + AI Assist

Know what you own, what it is worth, and what changed, with an investment dashboard and an AI analyst in the same place

Published: January 4, 2026

8 min read

If you have ever tried to answer a simple question like "How much do I have invested right now?" you know how quickly it turns into a hunt across brokerages, retirement accounts, PDFs, and a spreadsheet you meant to update last month.

B:Side Assist now tracks your investments alongside your business finances, and AI Assist can answer portfolio questions in plain English. You get a live view of holdings, cost basis, unrealized gain or loss, and investment activity, plus optional context from SEC EDGAR for many public tickers.

Why this matters

When investments are invisible, decision making is noisy. A clear portfolio snapshot helps with net worth, runway planning, tax conversations, and timing big moves.

The pain points investment tracking solves

Investment tracking tends to break for the same reason cash flow tracking breaks. The data exists, but it is not in the same place, and it is not easy to turn into a decision.

You have multiple investment accounts and no unified portfolio view
You know you bought something, but you cannot find cost basis fast enough to evaluate performance
Dividend and investment activity gets lost in the noise, so "How much did I receive?" becomes a manual search
You want allocation and concentration clarity without building a spreadsheet model
You want fundamentals and filings context without leaving your workflow

What you get: investment tracking inside B:Side Assist

Investment tracking in B:Side Assist is designed to be simple and actionable. It focuses on the portfolio questions people actually ask.

A live holdings dashboard

See your current holdings across connected investment accounts, including stocks, ETFs, mutual funds, bonds, options, and cash positions when available.

Total portfolio value and total cost basis
Unrealized gain or loss at the position and portfolio level
Sorting, search, and filtering by security type and account

Allocation and concentration signals

It is easy to drift into an unbalanced portfolio without noticing. B:Side Assist highlights allocation by asset class and makes concentration obvious so you can make informed tradeoffs.

Portfolio allocation by security type
Top holdings by value
A diversification score and concentration warnings

Options and contract details when you need them

If you hold options, you can see contract type, strike, and expiration details, plus the underlying ticker when available. This makes it easier to understand risk without switching tools.

Company context from SEC EDGAR (for many public tickers)

A holding is more than a ticker. For supported companies, you can pull fundamentals and recent filings to add context to what you own.

Key financial metrics from reported filings
Recent 10-K, 10-Q, and 8-K filings
Insider trades (Form 4) when available

Note

Availability varies by ticker and filing coverage. If EDGAR data is not available, you still get full holdings tracking.

AI Assist: ask portfolio questions in plain English

Once your investment accounts are connected, AI Assist can answer investment and portfolio questions without you hunting for numbers. It can summarize holdings, analyze diversification, and review investment activity like buys, sells, and dividends.

Portfolio snapshot questions

"What do I own right now and what is it worth?"
"How diversified is my portfolio? Any concentration risk?"
"Show my top holdings and unrealized gain or loss"

Investment activity and dividend questions

"How much did I buy and sell in the last 90 days?"
"How much dividend income did I receive this year?"
"Summarize my investment activity by month"

Visual summaries when you need to share

AI Assist can generate an investment portfolio overview with charts and tables, including allocation, top holdings, gain or loss by position, and investment activity over time.

Data freshness and reliability (quick details)

Investment data is synced from connected accounts. For transactions, the system can pull up to 24 months of history, then keeps the data current with incremental updates and a short buffer to catch late posting activity.

A simple way to get better answers

When asking AI Assist about investments, include a timeframe like "last 30 days" or "this year" if you want activity analysis.

Try it this week

If you want quick value, start with a short weekly check in routine.

Connect your brokerage and investment accounts
Open your holdings dashboard and confirm your top positions and allocation
Ask AI Assist: "Give me a portfolio summary and concentration risks"
Follow with: "Summarize my investment activity this month and dividends received"

Next step

Open B:Side Assist, connect your investment accounts, and ask AI Assist for a portfolio summary. You will get an immediate snapshot plus the next best question to go deeper.