Read your portfolio dashboard

The Portfolio page is your home screen for a single portfolio. It shows your value over time, breaks your return down by where it came from, and lists every holding below. By the end of this, you’ll know how to read each part and how to change what you’re looking at.

Open the dashboard

Select a portfolio from the sidebar selector. The dashboard opens automatically as the Portfolio view.

Portfolio dashboard with the summary strip and value chart

Choose a date range

The date range bar at the top sets the period for everything on the page. Click it to pick from grouped presets:

Days — Today; Yesterday – Today; Last 7 Days; Last 30 Days
Months — This Month; Last Month
Calendar Years — This Calendar Year; Last Calendar Year; Last 1 / 2 / 3 Years
Financial Years — This Financial Year; Last Financial Year
All Time

Choose Custom Range… for exact dates, or use the ‹ › steppers to shift the window one period at a time. The dashboard opens on Last 30 Days and remembers your last choice.

Use the Filter control to narrow the view by currency (AUD or USD) or asset class (ETFs, Equities, or Cash).

Read the summary strip

The five-cell strip breaks your return down by source over the selected range. Each cell shows a dollar figure with an annualised % p.a. below it.

Cell	What it shows
Portfolio Value	The current market value of all holdings, converted to your portfolio currency
Capital gain	Gain from price movement only over the range
Income return	Cash dividends and distributions received in the range
Currency Gain	Gain or loss from currency translation of foreign holdings
Total Return	Capital gain + income return + currency gain

Hover the info icon on any cell for an in-app explanation. To understand how these add up, see How your return is calculated.

Read the value chart

Below the strip, the Portfolio Value chart plots your total value across the range. Use the chart-type selector in the top-right to switch between a line chart, a heatmap (value coloured month by month), and a bar chart.

Read the holdings table

Below the chart, the holdings table lists every position with its quantity, value, and return. Click any row to open that holding’s detail page.

Header actions

Settings (gear) — opens the portfolio settings sheet.
Add Holdings — quick entry for Stocks, Crypto, or Dividends (needs write access).

Troubleshooting

Problem	Fix
The chart says “No data for this range”	The range predates your first trade, or prices haven’t loaded yet. Widen the range or wait for processing to finish.
”Couldn’t load performance”	Use the Retry link. If it persists, check for a failed-import banner.
The values look stale	End-of-day values refresh after the day’s prices load; recently imported portfolios catch up over a short period.
Currency Gain is large and unexpected	That’s exchange-rate movement on foreign holdings, not price changes. See the info tooltip on that cell.