Verified portfolio

A shared Community portfolio whose holdings come from a connected brokerage account rather than being typed in.

How to read it

Verified when every holding's value comes from lots a brokerage connection wrote, synced within the last 30 days, from a real account (not a paper or sandbox one). Partial when only some of it does.

How to use it

Tells a real, held portfolio from a made-up one when reading other members' boards.

Limitations

Shows weights, never amounts. Disconnecting the brokerage removes the badge on the next read.

In Kereon

Community · Portfolios. Decided each time the portfolio is read.

Also called: verified, verified badge, brokerage connected.

Related terms

The whole glossary · Investing tools