◆Portfolio scorecard
heuristic health grades · underlying figures shown for transparency
AGlobal portfolio · balance sheeteverything you own & owe
G1Movement since last sync
green = wealthier · less debt · less idle cash
G2Net worth by class
G3Net worth & liabilities
G4Liquidity profile
how fast you could raise cash
G5Allocation vs target — what to rebalance
bar = current weight · marker = target
BInvestment portfoliothe part that's actually invested & moving
I1Movement since last sync
your holdings only
I2Investments — value over time
I3Performance & quality
I4Return by holding
profit ÷ cost · what each fund actually earned
I5Drawdown & balance path
tracks your balance, incl. deposits
I6Contribution to gains
who drove the profit
I7Investments by holding
I8Holdings — composition over time
stacked value · share shift since start below
I9Positions
click a header to sort
★Read on your portfolio