Reading the charts

The portfolio dashboard uses four charts. Each answers a different question.

Allocation by asset type — pie

Shows what fraction of your net worth sits in stocks, ETFs, crypto, precious metals, real estate, cash, and so on. Hover a slice for the exact amount in your portfolio currency. Use it to spot concentration — "I'm 70% in crypto, that's more than I thought."

Allocation by location — pie

Same idea, different axis. What fraction of net worth lives at each broker, wallet, or physical location. Helpful for counterparty-risk checks: "How much of everything is at a single exchange?"

P/L by asset — bar

One bar per asset, colored green for gain, red for loss. Sorted so biggest winners and biggest losers stand out. Answers: "Which individual positions are moving the needle, up or down?"

Portfolio performance — time series (Pro)

An area chart of total portfolio value and total P/L over time. Range selectors: 1W, 1M, 3M, 6M, 1Y, ALL. Data comes from daily snapshots, so the line is one-point-per-day. Use it to see the shape of your growth rather than the final number.

Filters apply everywhere

Filter the portfolio by name, ticker, type, location, currency, or label — all charts update in real time. This is the fastest way to drill into a subset: filter to CRYPTO and see allocation, P/L, and performance for just that slice.