Reading the analytics dashboard

The Analytics page breaks your portfolio down beyond the top-line net worth number.

• Performance shows returns over selectable time periods, so you can see how your portfolio has actually performed rather than just its current value.
• Composition breaks your holdings down by asset type, account, or geography, so you can spot concentration.
• Risk widgets summarize volatility and diversification across your positions.

Deeper analytics widgets are a Pro feature — see Billing & subscription if you'd like to upgrade.