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Portfolio Dashboard Overview

The Dashboard sheet gives you an at-a-glance view of your portfolio's current status, performance trends, and key metrics. It is populated automatically from your Trades sheet and snapshots, refreshes whenever you run Generate Trades or Update prices, and 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.

If the Dashboard seems outdated, run Generate Trades to refresh calculations or Update prices to pull the latest market data. For detailed configuration options, refer to the Dashboard settings.