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Betterment Portfolio Tracker with Full Account Context
Clarity gives Betterment investors a Betterment portfolio tracker that keeps Betterment holdings, allocation changes, dividend events, cost basis, and portfolio performance in the same workspace as the rest of their finances, so portfolio movement never has to be reviewed in isolation. Betterment is easier to evaluate when you can compare it with cash accounts, retirement accounts, crypto holdings, and household net worth, because allocation decisions only make sense when they are tied to liquidity, taxes, and long-term net worth. Clarity pairs Betterment search intent with the app's broader planning, monitoring, and reporting workflows so the page is useful beyond a single query or isolated account snapshot. That makes Betterment valuable during weekly portfolio reviews and month-end allocation checkups, where a single dashboard helps turn portfolio changes into better decisions around allocation reviews, dividend monitoring, and tax planning.
Best fit workflows
Use these workflow guides to understand where this integration fits best inside Clarity.
Spending Analysis
Classify merchant activity, recurring charges, and category trends for daily cash-flow control.
Balance Verification
Validate account balances quickly for underwriting checks, onboarding, and account health workflows.
Loan Underwriting
Support underwriting with account-level cash flow, liabilities, and consistency checks.
Tax Reporting
Generate cost basis reports, capital gains summaries, and transaction exports for tax filing workflows.
Net Worth Tracking
Aggregate account balances across banks, brokerages, exchanges, and wallets into a single net worth timeline.
Why track Betterment with Clarity
Link Betterment to Clarity and track every position, dividend, and realized gain in one portfolio tracker. Automatic cost-basis calculations — including wash-sale adjustments — mean you always know your true investment performance without juggling spreadsheets.
