Portfolio Dashboard & Widgets

Introduction

When you open the Profile tab of a portfolio, you’ll see Dashboard Widgets. These widgets give you quick insights into your portfolio and its performance. Each widget shows data based on different logic, depending on the portfolio you added to the platform.

Where to Find it

Go to: Portfolios > Select/Find your Portfolio > Profile tab.

How to Use Your Dashboard Widgets

View all widgets at a glance

Each widget displays a snapshot of your portfolio’s key information. You can quickly see performance, positions, sectors and more without navigating multiple tabs.

Understand the data flow

The information in each widget updates automatically based on your portfolio transactions, positions and settings. This ensures you always see the latest and most accurate data.

Customize your view

Click on icon to choose which widgets to show or hide. A pop-up will appear where you can easily switch each widget On or Off and Apply/Cancel the changes.

Widgets on Profile Tab

This section lists all widgets available on your portfolio’s Profile tab and explains what each one shows.

Widget	What It Shows
Portfolio Performance	Your portfolio’s gain or loss over time.
Top 5 Positions	The five largest holdings in your portfolio by value.
Sectors	Distribution of your portfolio across different industry sectors.
Fixed Income Monitor	Overview of your fixed income investments.
Coupon Payment	Details of upcoming or received coupon payments.
Correlation	How your portfolio’s returns relate to a selected benchmark or index.
Strategies	Investment strategies applied to your portfolio.
Asset Class	Breakdown of your portfolio by asset class (Equities, Cash, SP, Fixed Income, etc.).
Asset Class Performance	Performance metrics for each asset class in your portfolio.
History	Historical view of your portfolio’s value and positions.
Regions	Geographic allocation of your investments.
Currencies	Currency exposure in your portfolio.
Transactions Status Breakdown	Overview of transactions: Active Transactions, Missing Instrument, Error Transactions or Pending Transactions.