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Understanding your investor dashboard
Understanding your investor dashboard

We’ve assembled the most important data points so you can see must-have information at a glance.

Cesar Restrepo avatar
Written by Cesar Restrepo
Updated over a week ago

What’s in your investor dashboard?

  • Account value - The total amount of money you have in your entire portfolio

  • Time-weighted return - A percentage amount that tells you how much your investment is growing over time

  • Performance details

    • Personal rate of return - A measure of your net gain/loss over time, including your personal deposits and withdrawals

    • Net deposits - The total amount of money you’ve deposited on, minus the amount of your withdrawals

As you check on your portfolio(s) regularly, understanding and interpreting these numbers will become second nature.

Still have questions? Contact our support center by messaging our chatbox or emailing us at [email protected].

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