Skip to main content


Overview provides a quick glance at the client’s assets, profit, and available cash. The user can view aggregated data from all portfolios or for a chosen portfolio.

Total investments (all portfolios)

If the user chooses Total investments at the top, the app shows Current market value and Unrealised profits from all portfolios (including subportfolios) and a short summary for each portfolio. If a portfolio has subportfolios, the summary shows values aggregated from subportfolios.


Portfolio investments

If the user chooses a portfolio at the top, the app shows investment information for the chosen portfolio:

  • Current market value

  • Unrealised profits

  • Available cash

  • Top performing holdings

  • Bottom performing holdings

  • Security type allocation

  • Performance chart