A short reference for every metric and section on this page — what it measures, and how to read it.
💰Portfolio Summary
Portfolio Value
The current market value of everything you hold, converted to your display currency. The small percentage next to it is the change since your first transaction.
Total Return
Unrealized gain or loss in cash terms — current value minus what you paid (cost basis).
Time-Weighted Return TWR
Your return with the effect of deposits and withdrawals removed. Use this to compare your performance fairly against a benchmark or another investor.
Internal Rate of Return IRR
Your annualized return weighted by the actual size and timing of your cash flows — closer to "what rate of return did my money really earn."
Dividend Yield
Total dividends received as a percentage of cost basis — your income return, separate from price appreciation.
vs Benchmark Alpha
How your TWR compares to a passive index (default S&P 500). Positive means your decisions outperformed simply holding the index.
△Risk & Allocation
Fees by Broker
Total trading fees paid, grouped by broker — useful for spotting where costs are eating into returns.
Asset Allocation
How your capital is split by asset type (stocks, ETFs, crypto). A quick check on diversification and concentration risk.
Portfolio Value chart
Cumulative capital deployed over time, so you can see growth trajectory at a glance.
Allocation chart
Current value broken down by individual symbol — your biggest positions stand out immediately.
⇅Cash Flow & Activity
Cash Flow chart
Buys vs. sells over time, so you can see when you were deploying capital versus taking profits.
Equities / Crypto split
Current value held in traditional securities vs. crypto assets.
Top Movers Pro
Your best and worst performing positions today, ranked by live intraday price movement.
Recent Transactions
Your latest logged buys, sells and dividends. Open the full Transactions view to filter, edit, import or export.