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.

Holdings strip

• My Holdings — top 4 positions by value plus 2 worst performers marked with an Underperforming badge.
• Watchlist — tickers you're tracking without a full position.
• Total Profits — return breakdown by asset type where applicable.

Timeframes

Use the timeframe buttons (1D, 1M, 6M, 1Y) to switch views — the chart, headline value, change percentages, and holding rows update together so you're never comparing mismatched windows.

Mock vs live

If you haven't connected a brokerage, the dashboard reflects your paper portfolio. After linking Alpaca or Plaid read-only, live holdings drive the same cards.