Dashboard

The Dashboard lives at the top of each sheet.

Topline Stats

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.

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 table won't be able to properly recognize the asset codes you enter into the 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.

P&L Chart

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.

Allocation Chart

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".