Link the account source with the correct provider and institution scope.
2
Pull current and historical balances for consistency and outlier checks.
3
Flag stale snapshots and trigger refresh when balance age exceeds policy.
Required evidence
Current balance retrieval
Historical balance trend context
Staleness-aware refresh controls
Betterment-specific considerations
Monitor Betterment holdings, allocation changes, dividend events, cost basis, and portfolio performance in one Clarity dashboard so you can review Betterment with real trend lines, balances, and history instead of checking Betterment in isolation or rebuilding the same context each week.
Compare Betterment with cash accounts, retirement accounts, crypto holdings, and household net worth, which makes it easier to explain whether activity from Betterment changed liquidity, diversification, or total net worth across your broader financial picture.
Use Clarity as a Betterment portfolio tracker that turns raw Betterment updates into a repeatable workflow for weekly portfolio reviews and month-end allocation checkups, rather than a one-off snapshot that is forgotten after a quick check.
Keep Betterment visible next to the rest of your household finances so large changes from Betterment are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
Tie Betterment activity to allocation reviews, dividend monitoring, and tax planning, which helps convert monitoring into clear follow-up actions whenever Betterment starts moving in a way that deserves attention, explanation, escalation, or review.
