We understand that keeping track of your investments is important for your peace of mind. With CUSP Wealth, you don’t need spreadsheets or guesswork — your Portfolio Dashboard gives you everything in one clear view.
Here’s how you can track your performance:
Step 1: Open your Portfolio Dashboard.
Log in to the CUSP app.
From the main menu, select Portfolio.
Step 2: View your overall performance.
At the top of your dashboard, you’ll see:
Total portfolio value.
Profit & loss (daily, monthly, or all-time).
Unrealised gains (investments you still hold).
Realised gains (profits from assets you’ve sold)
Dividends and interest earned
Step 3: Check time-based returns.
Use the performance chart to switch between:
1D, 1W, 1M, 6M, YTD, 1Y, or All-time views.
Compare your portfolio against benchmarks like the S&P 500.
Portfolio S&P 500
Step 4: Analyze your portfolio breakdown.
See where your money is invested with clear breakdowns by:
Asset type (stocks, ETFs, options, cash).
Sector (technology, healthcare, energy, etc.).
Risk profile (Conservative, Moderate, Aggressive, or Shariah-compliant).
Step 5: Track dividends and cash interest.
See upcoming dividend payments from your stocks.
Track interest earned on idle cash (up to 2.5% APR, optional).
Choose to disable interest if you want your account to be fully Shariah-compliant.
