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Portfolio Dashboard Overview

The Dashboard sheet serves as the primary visual interface for your tradeGIST add-on. It provides a quick, at-a-glance view of your investment portfolio's current status, performance trends, and key metrics. All data displayed here is automatically populated from your Trades sheet and snapshots, ensuring real-time accuracy based on your transaction history.

Purpose and Overview​

  • Centralized View: Consolidates essential portfolio information into one sheet, eliminating the need to navigate multiple tabs.
  • Real-Time Updates: Refreshes automatically when you run add-on functions like "Generate trades" or "Update prices."
  • Customization: Charts and displays can be tailored from the Dashboard tab of the ⚙️ Settings dialog.

Key Components​

Summary​

  • Portfolio Summary: Displays total value, gains/losses, and breakdowns by asset type (e.g., equities, crypto, options).
  • Top holdings and bottom 5 performers: Lists the top 5 holdings by value and the bottom 5 performers by ROI to highlight strengths and weaknesses.
  • Tax amount: Shows the unrealized and realized tax amounts for the current year, based on configured tax rates.

Example: The Portfolio Summary might display a total value of $100,000 with $5,000 in gains, while Top holdings could list TSLA as the top performer with 15% ROI.

Charts​

Visual representations of your portfolio's performance, configurable from the Dashboard tab of the ⚙️ Settings dialog:

  • Overall performance: The main line chart in your Dashboard's hero section, plotting your portfolio's total value day by day over the number of days you set (Lookup days).

Once you have a few snapshots taken, you may want to adjust the chart steps and min/max values to fit your portfolio value range. To do this:

  1. Double-click on the chart.
  2. Go to the "Customize" tab.
  3. Under "Gridlines and ticks," set the "Major step" value to something appropriate (e.g., 1000 for $1,000 steps).
  4. Under "Vertical axis," set the "Min" value to fit your portfolio range (e.g., min: 10000 to hide values below $10,000).
  • Assets ROI: A bar chart showing each asset's overall ROI. It plots your best and worst performers and drops the unremarkable middle, with the total number of bars set by Num assets.
  • Assets performance: A bar chart of each asset's ROI over a recent window — the last Num days — again showing your best and worst movers, with Num assets bars.

Note: Adjust chart parameters like "Lookup days" or "Num assets" in the Dashboard tab of the ⚙️ Settings dialog to customize what is displayed.

Data Sources and Updates​

  • Primary Source: Data is derived from the Trades sheet, where transactions are logged, and snapshots, which capture daily portfolio states.
  • Update Process: Run "Generate trades" to refresh calculations, or "Update prices" to pull latest market data.
  • Dependencies: Ensure your API keys (e.g., for CoinMarketCap or Massive) are set in the ⚙️ Settings dialog for accurate pricing.

Tips for Use​

  • Regularly review the Dashboard after adding new trades to monitor impacts.
  • Use the charts to identify trends, such as underperforming assets.
  • If data seems outdated, check for errors in the Trades sheet or rerun add-on functions.

For detailed configuration options, refer to the Dashboard settings.