Money Insights

Want to feel more in control of your money—with less stress?

Money Insights on Stash are quick financial checkups that help you spot progress, uncover opportunities, and keep growing with confidence—no guesswork needed.

Try these 6 popular money insights to see where you stand:

1. Your Dividend Analysis -> Review your dividend story »»
   Look back on every dividend you’ve earned, see which investments paid you most, and spot trends in your payouts to keep growing your income stream.
   

2. Your Recent 90 Days - See what you’ve accomplished »
   Look back on your deposits, dividends, Stock-Back® rewards, and more. You’re probably further along than you think.
   

3. Check Your Habits - Get your personalized breakdown »
   Explore how your investing activity compares on Stash—what you’re doing well, and where there’s room to grow.
   

4. Stock-Back®¹ What-If - Check your missed earnings »
   Curious how much you could’ve earned from everyday spending? Peek into your Stock-Back® potential and make your card work harder for you.
   

5. Diversification Check-up - Balance your portfolio smartly →
   Get a personalized view of how spread out your investments are—and what that means for long-term growth and peace of mind.

Take one Focus Action today.

You don’t need to overhaul your finances—just start with one meaningful move. Progress is powerful, especially when it’s built to last.

We want to hear your feedback. What tools would you like to see us build? We are listening - [email protected].