---
title: Portfolio Dashboard Overview
slug: portfolio-dashboard-overview
createdAt: 2025-05-20T20:57:44.509Z
---

::embed[Welcome to Your Portfolio Dashboard!]{url="https://www.youtube.com/embed/xgux3elMs10"}

***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!