Improvement to an existing feature: Improved

A wider dashboard, with your holdings next to the charts

The left panel is gone on desktop. The chart gets the room, and your holdings sit right under the charts they belong to.

A wide performance chart with two holdings listed under it, beside an allocation donut with its split listed under it

On a desktop the left panel listed your categories and assets, but the charts already showed the same thing. We removed it, so the dashboard uses the full width of your screen.

What changed

  • The charts get the 420 to 520px the panel used, and the performance and allocation cards sit side by side from 1280px instead of 1700px.
  • Your holdings are listed under the performance chart. Pick one to draw it over the whole portfolio and see how it did against your invested capital.
  • The allocation list sits under the donut. Switch between categories and assets, and untick a row to take it out of the chart.
  • Your goal cards moved up, right under the returns strip, so you see them without scrolling to the bottom.
  • Each holding keeps its menu: performance, price, transactions, valuations, edit and delete.
  • The Show more and Show less buttons are gone: every card already shows its list.
  • Connected a broker? Its sync status now sits at the top of the Allocation card.

Phones and tablets are unchanged. They never had the left panel.

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Stop rebuilding the spreadsheet. Start reading one number.

Connect a broker or import a file, and your whole portfolio is on one screen in the currency you actually spend.