The Investments screen for each account allows me to add specific securities (stocks or funds) by ticker symbol. What are these entries used for, since I am entering projected returns for each asset class anyway?

It’s optional, but its quite powerful and convenient as we update market data nightly so your investments with tickers are automatically updated, dividends are tracked and you can run our portfolio analysis tools. You still need to make changes if you made trades. Another way to get them in automatically is through our Wealthica integration if you’re a Wealthica user, then even changes from trades are updated automatically.