The Portfolio Dashboard Overview provides an at-a-glance view of the Investor’s portfolio. It also the main dashboard they view upon logging in. 

The Investor can view their portfolio balance and performance, accounts, exposure, holdings, transactions, and, if integrated by their advisor, key risk and financial planning data points. They also have the ability to customize what is important to them using the Edit Layout functionality.

By clicking on the Portfolio navigation tab the Investor user can navigate to the overview of their household.

Here the Investor user can view the Portfolio value which is an aggregate of all the Account Balances that the Investor holds.

The Investor user can click on the menu within the header bar in order for the Investor user to see a list of additional options such as the ability to create a custom layout, and the ability to view any hidden widgets that are available to the Investor user.

The user can expand eligible tiles by click on the expand widget icon located on the right-hand side of the of the widget’s tile.