Data Trust
Data Quality
Keep investment accounts covered by current holdings snapshots so allocation and drift math stays grounded.
2 open sections
Import: None
Holdings: Today
Coverage
62.0%
31 uncategorized transaction(s).
Duplicates
0
0 candidate group(s) in 12M.
Imports
None
8 missing month(s), 0 noisy run(s).
Holdings
0
No funded investment accounts need holdings coverage.
Recurring
0
0 missing candidate(s), 0 stale active item(s).
Holdings Coverage
Investment accounts with balances but no current holdings snapshot leave allocation and drift review incomplete.
Latest holdings snapshot is from 2026-04-14 (Today ago).
0 of 0 funded investment account(s) are covered by the latest holdings snapshot.
Add or fund a brokerage, retirement, HSA, or crypto account before holdings coverage becomes part of the review queue.