The Sound Mind Investing mobile app, released in 2020, is designed to help investors manage their portfolios and make informed investment decisions. With useful features like portfolio tracking, news alerts, expert insights and more, it aims to empower users to achieve their financial goals.

Portfolio tracking and analysis tools
The app allows users to securely connect their investment accounts to track overall performance. Customizable dashboards provide a quick snapshot of asset allocation, sector diversification and other analytics to optimize one’s portfolio.
Educational investing content
Users can access a library of educational articles, videos and podcasts covering investing basics, strategies, how to evaluate stocks/funds and more investing topics to build knowledge.
Customizable news and alerts
The app allows users to personalize news feeds and alerts for the securities and funds they own or watch. Timely alerts on price movements, analyst actions and other events help users monitor their investments.
The SMI app aims to provide a useful set of tools and features to help investors effectively track and manage their portfolios. For investors looking to learn and optimize their investing approach, it can be a helpful resource.