How often do my investments update?

Opening Investing shows what Finly Money saved last, so the page never waits on your brokerage. Here's how those figures stay fresh.

Automatic updates

To see which service a brokerage uses, choose Brokerages at the top of Investing: each one says via SnapTrade or via Plaid. An account's Details tab says it too.

Sync now

1. 1

   For everything

   On All accounts, press Sync under your portfolio's total.

2. 2

   For one account

   Open the account and press Sync on its card.

While it runs, you'll see each account's progress and a Stop button. Anything already finished is saved.

For SnapTrade connections, a Sync of all accounts can also ask your brokerage for up-to-the-minute numbers when its daily update is a few hours old. They appear on their own a few minutes later. These live updates are limited to twice a day; after that, Sync tells you your figures will update with your brokerage's daily refresh.

When a brokerage stops updating

A brokerage sometimes needs you to sign in again, usually because a password or security setting changed. The account shows This connection stopped updating. You are seeing its last saved data., All accounts shows a line saying a brokerage needs you to sign in again, and the Brokerages button gets a dot.

1. 1

   Choose Reconnect

   It's on the account's card, next to the brokerage in Your brokerages, and on the account's Details tab.

2. 2

   Sign in again

   Sign in on the secure page. The connection picks up where it left off, and reconnecting never uses another connection on your plan.

Check how fresh each part is

An account's Details tab has Data freshness: the account value, holdings, cash, activity, history and returns, each with when it was last saved. That's when Finly Money saved the data; your brokerage's prices can be older. A missing figure is never counted as zero.