Dashboard

Overview

Located at the top of the Start Menu under Today’s Market, the Dashboard offers a comprehensive snapshot of both your portfolio performance and the broader market.

The Dashboard includes the following sections:

• Portfolio Performance – Displays performance at the portfolio level.
• Holdings Performance Map – Displays a heat map of holdings performance.
• Markets Movers / Sector Performance – Displays market movers and sector performance.
• 52 Week Highs and Lows – Lists tickers reaching 52-week highs and lows within the selected index.
• Portfolio Charting – Graphs the value of your portfolio(s) over time, both in absolute terms and relative to benchmarks like the S&P 500.
• Market News – Displays the latest news.
• Holdings Performance – Breaks down performance at the individual position level.
• Future Projected Income – Shows expected income on a monthly, quarterly, and annual basis.
• Earnings Calendar – Displays when companies will report their earnings.

Configuration

The Dashboard is completely configurable with sections that can be reordered, hidden, or modified.

For example, you can configure:

1. The Date selection for the performance overview of Portfolio(s) and the overall market.
2. Reorder or remove Sections.
3. Select Sections to display.
4. Select Portfolio(s) to include for performance evaluation.
5. Select the Index for Market Movers.

The sections are uniquely configurable. The example below is showing how clicking on the hamburger (☰) in the Portfolio Charting section reveals configuration options such as selecting Benchmarks to add to the chart.