The Account Activity page gives you a complete picture of every transaction flowing through your brokerage account — dividends, deposits, payments, interest, and transfers.
At the top you will find a Cash Flow Summary table that breaks down your activity across three time periods: the current month, year-to-date, and all time. Each row shows dividends earned, deposits made, interest received, payments out, total inflow, and net cash flow.
Below the summary you will see an Income vs Outflow visual comparison for the current month, along with a Payment Categories breakdown that automatically groups your outgoing payments into categories like Credit Card, Insurance, Telecom, Housing, and Utilities.
The Transaction History section lists every individual transaction with color-coded icons and filter buttons so you can quickly narrow down to dividends, payments, deposits, or transfers.
All transaction data is imported from your brokerage account history via the CSV/Excel importer on your Profile page. The system automatically recognizes activity types including automated bill payments, fund transfers, and interest income.