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Portfolio Overview - Portfolio Tracking

Explaining the Portfolio Overview tab

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Written by Support
Updated over a year ago

Explained: Portfolio Overview

The portfolio overview tab shows your entire portfolio of stocks, ETFs, and mutual funds. View the overall portfolio for Total Value, Dollars Invested, Day's ($) Change, Day's (%) Change, Unrealized Gain/Loss ($), and Total Return (%). Additionally, view the individual metrics for each holding in your portfolio.

Example: Empty Portfolio

This is what the portfolio page looks like when you have no portfolio created. Click the "Add Portfolio" button. to start tracking.

This is what a portfolio with no stocks looks like. You need to add stocks/funds with the "Update Auto Link", "Add Investment", and "Bulk Upload" buttons. These are explained across multiple help articles.

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