Dashboard

Overview

The Dashboard is located at the top of the Start Menu under Today’s Market and provides a performance overview for your portfolios and as well as the overall market.

The Dashboard consists of 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 – Displays the tickers hitting their 52 week high and hitting their 52 week low for the selected index.
• Market and Portfolio News – Displays the latest news.
• Portfolio Charting – Displays the performance of your portfolio(s) both on an absolute basis, and vs. key benchmarks such as the S&P 500. Charts the value of your portfolio(s) over time.
• Current Holdings – Displays portfolio performance at the position level.
• Future Projected Income – Displays the expected monthly, quarterly and yearly future income.
• 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, we 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.

1. Date selection for portfolio(s) performance.
2. Select Benchmarks to add to the chart.