How To: Review the Performance Page

The Performance Page is the starting point and central hub of PSVTracker.

From this page, you can view a high-level summary of your portfolio and access all available reports and charts in one place.

Each tile represents a specific report or visualization. Click any graph or report to drill into the details and explore deeper insights.

This page allows you to:

  • Quickly understand overall portfolio performance

  • Navigate to detailed views for returns, allocations, and exposures

  • Jump directly to any report without searching through menus

🎯 Think of the Performance Page as your dashboard for understanding how your investments are performing at a glance.

👉 Tip: Use this page as your starting point each time you log in to quickly decide which areas of your portfolio you want to explore further.

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How To: Review Portfolio Value

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How To: Review Investments by Asset Class, Entity, or Sponsor