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📊 Dashboard

The Dashboard is your portfolio's command center — a single screen that tells you what your portfolio is worth, how it's performing, and where your money is allocated.

Dashboard — Absolute Mode Dashboard — Percentage Mode Dashboard — Allocation

🗂️ Tabbed Layout

The Dashboard interface is organized into three primary tabs, allowing you to switch between different levels of detail:

  1. Overview (default): Key metrics, cash balances, and visual charts of your portfolio.
  2. Positions & Analysis: Open holdings, weights, and detailed tax lot (FIFO) analysis.
  3. Transactions: Recent operations list with a read-only detail viewer.

📈 Overview Tab

The Overview tab is the default landing page. It is structured into the following sections:

Section Description
KPI Cards Summary of Net Worth, Period P&L, and rate-of-return metrics.
Cash Balances Liquid balances grouped by currency across the active broker scope.
Growth Chart Stacked area chart showing asset cost, cash, and returns over time.
Allocation Panel Donut and historical stacked charts grouped by Type, Sector, and Geography.

🪙 Cash Balances

Directly below the KPI cards, the Cash Balances panel displays your total liquid cash aggregated by currency. For example, if you hold USD in broker A and EUR in broker B, both balances will be displayed side-by-side.

When you apply a broker filter, the cash balances automatically update to reflect only the cash held within the selected brokers.

🎛️ Date Range, Filters & AI Export

At the top right of the dashboard, you have several controls to customize your view:

  • Time range — presets from 1 week to All-Time (MAX), or a custom range via the date picker.
  • Broker filter — filter all metrics to one or more specific brokers.
  • Target currency — converts all assets and cash balances dynamically into a single selected currency for aggregate viewing.
  • AI Export () — Click this button to copy a text-based summary of your current portfolio state to the clipboard, optimized for pasting into LLMs (e.g., Gemini). You can choose between:
    • Full Export: Includes all KPI values, positions, weights, and allocations.
    • Data Only: A compact JSON/text representation of your holdings and balances.

Scope matters

When you filter to a single broker, cash transfers to other brokers become external flows for that scope. This affects Deposited Capital and P&L calculations.

🌡️ Data Quality Banner

If any prices or FX rates are missing on the end date, a banner appears at the top explaining which assets could not be valued. Assets without a price provider (entered manually, such as real-estate crowdfunding projects) are permanently valued at purchase cost — this is intentional and does not generate a warning.

🔗 In this section

  • 💰 KPI Cards — Net Worth, Period P&L, and Returns explained
  • 📊 Charts — Growth Chart and Allocation Panel explained
  • 🔍 Positions & Analysis — Open positions, table vs. map views, and detailed FIFO tax lot analysis.