Your portfolio Dashboard summarizes how your investments are doing. The Portfolio Snapshot card at the top shows your total value, your gain or loss in dollars and percent, and a chart, and the cards below break that down by holding, profit, and sector.
How it works
- Open Dashboard from the navigation bar.
- Choose a timeframe (1D, 1W, 1M, 3M, 6M, 1Y, 3Y, 5Y, 10Y, or ALL) from the selector on the Portfolio Snapshot or My Holdings card.
- Scan My Holdings for your positions; page through them with the arrows.
- Look for the Underperforming badge on any position that is down on the day.
- Use Total Profits and Sector Distribution to see where your gains and exposure sit.
Which portfolio you’re looking at
If you have a mock (paper) portfolio, the Dashboard shows it. Mock portfolios start with $100,000 in virtual cash. If you do not have one, the Dashboard shows holdings from a brokerage account linked through Plaid. Holdings connected through SnapTrade appear in the portfolio section of your Home page.
Holdings strip
- My Holdings: each position with its price, value, and daily change, nine per page. See The Underperforming Badge Explained.
- Watchlist: tickers you track without holding; switch lists from the dropdown.
- Total Profits: every position, largest by market value first.
Troubleshooting
- Value doesn’t match my broker? Plaid data is end-of-day, so small intraday differences are expected.
- No sector chart? You need at least one position with a known sector.
- Chart looks flat? A new portfolio has little history; try a shorter timeframe such as 1D.
- Seeing mock data instead of linked holdings? The Dashboard shows your mock portfolio whenever one exists.
Related articles
- Tracking Your Performance Metrics
- Navigating Your Dashboard
- Reading Your Recent Transactions
- Importing Your Portfolio From a Brokerage
FAQ
Q: Which portfolio does the Dashboard show?
A: Your mock portfolio if you have one; otherwise your Plaid-linked holdings.
Q: Can I see mock and linked holdings side by side?
A: Not on the Dashboard. It shows one portfolio at a time.
Q: How do I reset my mock portfolio?
A: Open Trading, then Mock Portfolio, and use Reset Portfolio. You choose a new starting amount of virtual cash; the default is $100,000.