Understanding Your Portfolio Dashboard

Your dashboard's hero card shows your total portfolio value, daily change (percentage and dollar amount), and a sparkline chart of recent performance.

Below it, My Holdings displays your top 4 positions by value plus your 2 worst performers marked with an 'Underperforming' badge.

Use the timeframe buttons to switch between 1-day, 1-month, 6-month, and 1-year views — the chart, portfolio value, change percentages, and all holding values update together.