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My View Help

Your portfolio at a glance — everything you need in one place.

My View is your home base in YieldLens. It gives you a quick snapshot of your portfolio's current state so you can see where things stand without digging through multiple pages.

At the top you will find your total account balance and daily change, a live portfolio news feed with headlines relevant to your holdings, and a margin health indicator for Premium and Pro users.

Below that, you will see your dividend income breakdown for the current month alongside a chart of your recent income history, plus a list of your top holdings by value.

See your snapshot

Check in on your portfolio at any time.

Go to My View