# Dashboard

The Dashboard lives at the top of each sheet. 

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2FYcDgQ33ioyf6QciEdhev%2FScreenshot%202025-04-17%20at%204.05.31%E2%80%AFPM.png?alt=media&#x26;token=732103d2-de1e-4099-b7a9-60f3750f24f9" alt="Portfolio Tracker – Premium Templates for Apple Numbers."><figcaption><p>Dashboard</p></figcaption></figure>

## Topline Stats

At the very top, you can see your portfolio's current stats, such as:&#x20;

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2FDx5NLeq6RJp2YkYrC2Q4%2Fsmolcompute%202024-06-08%20at%2008.39.31.png?alt=media&#x26;token=5ef03eec-2179-4639-8870-2d806a643b6e" alt=""><figcaption><p>Portfolio's Top Line Stats</p></figcaption></figure>

* your portfolio's **overall P\&L** in USD terms
* your portfolio's **overall P\&L** in % terms
* its **current value**&#x20;
* 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. &#x20;

{% hint style="info" %}
**Tip:**  The **Realized P\&L** is likely to be the amount you should keep an eye on for taxes! If you have [set a secondary currency,](#optional-secondary-currency) the realized P\&L can also be viewed in that currency to the right of the USD values.&#x20;
{% endhint %}

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.&#x20;

### Portfolio Type

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 [**Holdings**](https://guides.smolcompute.xyz/1/smol_tracker/holdings) table won't be able to properly recognize the asset codes you enter into the [**Trade Log**](https://guides.smolcompute.xyz/1/smol_tracker/trade-log)**.**[ ](https://guides.smolcompute.xyz/1/smol_tracker/trade-log)

You define the portfolio type by choosing from the pop-up menu in cell B1 in the Top Line Stats of your portfolio.

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2Fm1ZezqWpY4XOuxSyC2pc%2Fsmolcompute%202024-06-08%20at%2008.44.07.png?alt=media&#x26;token=d36b9bf9-ee75-4513-af3f-37369c52a878" alt="" width="563"><figcaption><p>Choosing the portfolio type</p></figcaption></figure>

## P\&L Chart

The P\&L Chart allows you to monitor the current **unrealized % profits and losses** on your assets visually.&#x20;

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.

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2F0L20nEOAtRIcD68szNlo%2Fspaces_zbhCX7v3MAd7EUfiqlWL_uploads_ilxPSiYQvaIE1h720DCt_Smol%20Tracker%20(Weasdasdasdbsite).webp?alt=media&#x26;token=5d8e1705-a3f9-486a-915c-d918a6470941" alt="Portfolio Tracker – Premium Templates for Apple Numbers." width="563"><figcaption><p>The P&#x26;L Widget</p></figcaption></figure>

## Allocation Chart

The Allocation Widget allows you to visually monitor your portfolio's allocation as it changes with market fluctuations. &#x20;

Assets representing less than 3% of your portfolio will be filed under "Other".

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2Fr0GTH6MuC6t2iRGqzQgM%2Fimage.png?alt=media&#x26;token=ce6cb004-b8b4-4114-a361-92e0d77e7674" alt="Portfolio Tracker – Premium Templates for Apple Numbers." width="563"><figcaption><p>Allocation Widget</p></figcaption></figure>