The Dashboard is where you check how your portfolio is doing at a glance. Open it from Dashboard in the top navigation. It gathers your portfolio value, holdings, watchlist, profits, sector mix, and recent transactions on one page.
How it works
Every card reads from the same portfolio. If you have a mock portfolio, the cards show it. If you do not, they show holdings from a brokerage account you linked through Plaid. With neither, the cards show an empty state that invites you to link an account or start trading in the mock portfolio.
- Open Dashboard from the top navigation.
- Read the Portfolio Snapshot card for your total value and change.
- Pick a timeframe (1D, 1W, 1M, 3M, 6M, 1Y, 3Y, 5Y, 10Y, or ALL) to change the period shown.
- Use the arrow buttons on My Holdings to page through your positions.
- Click a holding tile to open it in the mock trading page.
The cards, top to bottom
- Portfolio Snapshot: total value, gain or loss in dollars and percent, and a chart. The card title links to your mock portfolio.
- My Holdings: your positions as tiles, nine per page. Any position that is down on the day carries an Underperforming badge.
- Watchlist: tickers from one of your watchlists; a dropdown switches between lists.
- Total Profits: every position, largest by market value first. See Total Profits Breakdown Explained.
- Sector Distribution: a pie chart of your allocation. Hover a slice for its value and share. See Sector Distribution Explained.
- Recent Transactions: your latest trades, newest first. See Reading Your Recent Transactions.
Troubleshooting
- “No holdings to display”? Place a mock trade or link a brokerage account, then reload.
- Watchlist card is empty? Create a watchlist on the Watchlist page first.
- Numbers look stale? Refresh the page if it has been open for a long time.
- Expected linked holdings but see mock data? The Dashboard shows your mock portfolio whenever one exists.
Related articles
- Understanding Your Portfolio Dashboard
- Home Terminal Overview
- Understanding the Navigation Bar
- Importing Your Portfolio From a Brokerage
FAQ
Q: Why does My Holdings only show some of my positions?
A: It shows nine at a time. Use the arrows beside the card title to see the rest.
Q: Can I rearrange or hide cards?
A: Not currently. The Dashboard layout is fixed.
Q: Is the Dashboard the same as the Home page?
A: No. The Ezana logo takes you to Home; the Dashboard item in the navigation opens this portfolio view.