Product feature update: See your family's investments together in one view

Managing family investments without a clear view

Many BondScanner users invest in bonds across the family. A parent might hold bonds, and so might their children or spouse. Someone in the family often ends up tracking all of this, switching between accounts or maintaining a separate spreadsheet just to get a sense of the overall picture.

One of our users put it simply: "I help manage my family's investments but have no way to see everything together in one place." That is a common situation. So we built something to fix it.

Family consolidated portfolio view is now live

BondScanner now lets you view your entire family's bond portfolio in one place. The family consolidated portfolio view brings together holdings across authorised family members into a single dashboard, giving you a clear picture of the family's combined bond investments.

This feature is currently available on the BondScanner website.

See the full picture at a glance

The consolidated view shows you the key numbers for your family's combined bond portfolio:

• Combined active principal across all included family members

• Total monthly interest being earned by the family

• Expected returns across the portfolio

Instead of adding up numbers from multiple accounts, you can see everything together at the top of the dashboard.

How investments are distributed

Beyond the top-level numbers, the consolidated view also shows how the family's investments are spread out:

• Across family members: See how much each person holds within the combined portfolio

• Across sectors: Understand which sectors the family is most exposed to

• Across credit ratings: Get a sense of the overall credit quality of the combined portfolio

This gives you a clearer picture of where the family's money is sitting and how it is allocated.

Track upcoming payouts for the whole family

The consolidated view also covers upcoming payouts. You can see interest and principal payouts for all included family members together, without having to check each account separately.

If you are the one keeping track of when payouts are expected across the family, this saves a lot of back and forth.

Choose which members to include

The consolidated view is flexible. You can choose which authorised family members to include at any time. If you want to look at just two members together, you can do that. If you want the full family view, you can include everyone.

You are in control of whose holdings appear in your consolidated view and can adjust this whenever you need to.

Consent, control, and how to access it

The consolidated dashboard is available only after each family member gives explicit consent and authorization. Every member continues to have full control over their individual account.

To access the feature, go to Manage Family Account and tap View Family Portfolio. The feature is currently available on the BondScanner website only.