Dashboard Guide
Understanding Your EptaWealth Dashboard
The dashboard is your central hub for monitoring and managing your investments. This guide will help you understand the different components of your dashboard and how to use them effectively.
Dashboard Overview
When you log in to EptaWealth, you'll be taken to your dashboard. The dashboard provides a comprehensive overview of your financial portfolio, including:
- Portfolio Summary: A high-level view of your total portfolio value and allocation
- Asset Allocation: Visual breakdown of your investments by asset class
- Performance Charts: Visual representation of your portfolio's performance over time
- Recent Activity: Latest transactions and updates to your portfolio
Portfolio Summary
The Portfolio Summary section displays your total portfolio value and key metrics:
- Total Value: The current total value of all your investments
- Daily Change: How much your portfolio value has changed today (amount and percentage)
- Total Return: Your overall return since you started tracking in EptaWealth
Asset Allocation Chart
The Asset Allocation chart shows how your investments are distributed across different asset classes:
- Stocks: Individual stocks and equity ETFs
- Bonds: Fixed income investments
- Crypto: Cryptocurrency holdings
- Real Estate: Property investments
- Cash: Fiat currency holdings
- Other: Alternative investments
You can click on any segment of the chart to see more details about that asset class.
Performance Charts
The Performance Charts section shows how your portfolio has performed over time:
- Time Period Selector: Choose the time period for the chart (1D, 1W, 1M, 3M, 6M, 1Y, All)
- Value Chart: Shows your portfolio's total value over the selected time period
- Comparison: Optionally compare your performance to market benchmarks
Recent Activity
The Recent Activity section shows your latest transactions and portfolio updates:
- New Investments: Recently added investments
- Transactions: Recent buys, sells, or other transactions
- Dividend Payments: Recent dividend or interest payments
- System Notifications: Important alerts about your account or investments
Navigation
From the dashboard, you can navigate to other sections of EptaWealth using the sidebar navigation:
- Stocks: Manage your stock investments
- Crypto: Manage your cryptocurrency holdings
- Bonds: Manage your fixed income investments
- Real Estate: Manage your property investments
- Fiat: Manage your cash and fiat currency holdings
- Income: Track and manage your passive income
- Portfolio: Advanced portfolio analysis and rebalancing tools
Need More Help?
If you have questions about using your dashboard, please contact our support team for assistance.