How To: Review Portfolio Value
From the Performance Page or the left Navigation Panel, select Portfolio Value.
This view shows the total value of your portfolio across all connected and manually added investments.
Use this page to:
See your current total portfolio value
Track how portfolio value changes over time
Understand which investments and asset classes are driving growth
You can interact with the chart to focus on specific time periods or isolate individual investments for more detail.
🎯 This view provides a clear, high-level snapshot of your portfolio’s overall value at any point in time.
👉 Tip: Pair this view with Returns Over Time to better understand how value growth aligns with cash flow and performance metrics.
