Your Dashboard & Net Worth
Read the numbers on your home screen and trust them.
- 1How do I read my dashboard at a glance?A quick tour of the eight summary cards and the three charts on your home screen.Updated 22 Jul 2026
- 2What do Net Worth, Invested and Returns mean?What each headline number counts, and why Day Change sometimes shows a dash.Updated 22 Jul 2026
- 3What is XIRR, and why is it different from returns?Your annualised, time-weighted return, and how it differs from Total Returns.Updated 22 Jul 2026
- 4How do I read my P&L for the financial year?Read Realised vs Unrealised, then open the year-by-year breakdown of booked gains and tax.Updated 22 Jul 2026