Dashboard
The Dashboard page is where you get a view of all important portfolio metrics in one place.
Market data
The Market data section is where you can keep an eye on the ticker prices of all the assets from your portfolio.
The prices shown depend on your user settings as well as the type of market:
- security prices are shown in their original currency
- crypto prices are shown in your base currency
- commodity prices are shown in your base currency and unit system
- currency prices are shown in your base currency
To change your base currency or unit system, open the user menu in the top-right corner of the app and choose Settings.
You can refresh the prices with the refresh button at the top.
Allocations
The Allocations card shows a pie chart of allocations.
By default, the OVERALL allocations are shown, i.e. the allocations to the various asset classes.
You can select an asset class to show the allocations to individual assets within an asset class. To do so, you can either use the menu on the top-left corner or click directly on the relevant slice on the pie chart.
To view actual allocations, select Actual in the top-right corner. These allocations are computed using a combination of real-time market data and the positions (in number of shares) specified by the user on the Positions page.
To view target allocations, select Target in the top-right corner. These allocations are specified by the user in the Configuration page for each asset class and asset.
You can toggle between Percentage and Value (in base currency).
If needed, you can hover on a slice to display the full name of an asset class or asset, and its associated percentage/value.
Deviations
The Deviations card shows the deviations from allocation targets for each asset class or asset.
By default, the OVERALL deviations are shown, i.e. the deviations of the various asset classes.
You can select an asset class to show the deviations of individual assets within an asset class. To do so, use the menu on the top-left corner of the card.
You can toggle between Percentage and Value (in base currency).
Leverage
The Leverage card shows you the leverage factor of the entire portfolio, as well as the leverage factor within each account.
The leverage factor measures the gross asset value relative to the net asset value.
A portfolio or account with a zero cash balance has a leverage factor of exactly 1.
A portfolio or account with a negative cash balance has a leverage factor above 1.
A portfolio or account with a positive cash balance has a leverage factor below 1.
Valuation
The Valuation card shows several metrics in the selected base currency. To change the base currency, please go to Settings by opening the user menu in the top-right corner of the app.
The Portfolio assets number is the total value of assets in your portfolio, i.e. everything that is shown in the Allocations card. This number excludes assets you have marked as Ignore (see Assets).
The Other assets number is the total value of assets you have marked as Ignore (see Assets), excluding debts.
The Debts number is the total value of all negative cash positions.
The Net worth number is the total of all the above numbers.
Rebalancing
The Buy to rebalance and Sell to rebalance cards show what assets to buy and sell based on current allocations and target allocations, as shown in the Allocations card.
For non-crypto assets, non-fractional shares are used. Only actions of at least +/- 1 share are displayed.
For crypto assets, fractional shares are used. Only actions of at least +/- 0.01 share are displayed.