Dashboard Overview

The financial dashboard takes all of your finances and gives you a quick overview of each area, with links to get more detail

Net Worth: This shows you the current net worth for the past 30 days.  At the top of the graph, you will see the Last 30 days change value along with Today's Change.  You can also hover over the graph and get values for 1-Day Change and net worth for the specific day on the graph.

Cash Flow: This shows you the inflow and outflow for all of your accounts for the past 30 days. It's a simple way for you to see how much you are saving or spending.  You can hover over any part of the colored circle and then the category and amount will show in the circle.  If you click on any of the category ring, you will be taken to the Transaction-Cash Flow (Income or Expense) page where you will see the complete detail for transactions in that category.

Portfolio Balances: This shows you the the value of all your investment accounts for the past 30 days.  At the top of the graph, you will see the Last 30 days change value along with Today's Change for your investment accounts.  You can also hover over the graph and get see specific dates with that days portfolio balances and 1-Day Change.  Clicking on the graph will take you to the Portfolio-Balance page.

Portfolio Allocation: This shows you a tops down view of your investments across all of the asset classes to provide you a view in line with a long term strategic allocation. You can click on any of the asset classes and you will go to the Allocation tab of the Portfolio-Allocation page and see that level of detail.

Gainers and Losers: You will see how your stocks are performing vs the S&P for today, if after market close you will see how they ended the day vs the S&P.  Below the graph we show you your top 5 gainers and top 5 losers.

 

Was this article helpful?
19 out of 23 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk