Portfolio Dashboard Overview

welcome to your portfolio dashboard! getting started | portfolio your at a glance metrics total portfolio value , daily & total p\&l , cash balance , deployed budget , unrealized gains , avg win‑rate visual performance insights check out your performance over time and see where your budget is allocated by different strategy types! discover your portfolio strategies key columns to keep an eye on brokerage , agents , rec budget , daily/total p\&l , 30‑day mini‑chart curious for more info? just click to expand a row and reveal agent details and available actions (pause/resume, details ) keep an eye on your open positions you'll find important columns including symbol , strategy/agent , entry , price , p\&l need to make changes? just click a row to close a position, and sometimes you can even adjust/roll ! understanding your metrics daily p\&l = the change for today total p\&l = the total change since you added the item unrealized gains = profits from open positions that haven’t been closed yet avg win‑rate = the percentage of closed trades that were profitable (remember, context is key!) enjoy exploring your portfolio, and let’s maximize your investment journey together!