Dashboard
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The Dashboard lives at the top of each sheet.
At the very top, you can see your portfolio's current stats, such as:
your portfolio's overall P&L in USD terms
your portfolio's overall P&L in % terms
its current value
it's cost (the capital you have put in minus the capital you have taken out)
your realized P&L
the current unrealized P&L on the assets currently held in the account.
The Top Line Stats is also where you set your portfolio's type (B1) and the optional secondary currency (C1). Both cells are pop-up menus giving you options to select from.
You define the portfolio type by choosing from the pop-up menu in cell B1 in the Top Line Stats of your portfolio.
The P&L Chart allows you to monitor the current unrealized % profits and losses on your assets visually.
This is useful to see at a glimpse when it’s time to take profit or cut your losses and to quickly see where you stand with each of your current holdings.
The Allocation Widget allows you to visually monitor your portfolio's allocation as it changes with market fluctuations.
Assets representing less than 3% of your portfolio will be filed under "Other".
Tip: The Realized P&L is likely to be the amount you should keep an eye on for taxes! If you have the realized P&L can also be viewed in that currency to the right of the USD values.
Each portfolio can either be a crypto portfolio or a stocks portfolio. If you enter crypto trades into a stocks account (or vice-versa), the automatically generated table won't be able to properly recognize the asset codes you enter into the .
