Dashboard Widgets

What widgets are

Widgets are resizable dashboard blocks built on top of your holdings and price data. Switch a sheet to Dashboard or Split view to see the widget canvas.

Widget types

• KPI — a single number such as Total Value, Unrealized P&L, or Asset Count.
• Allocation (pie) — portfolio mix by asset.
• Portfolio history (line) — value over time from daily snapshots.
• P&L by asset (bar) — per-asset unrealized P&L.
• Text note — a free-form annotation anchored to the canvas.
• Diversification score — 0–100 score rating your portfolio concentration.
• P&L breakdown (waterfall) — per-asset P&L with a net total bar.

Editing the canvas

1. Click + Add widget in the dashboard toolbar.
2. Drag a widget by its handle to move it; drag an edge/corner to resize.
3. Right-click a widget to rename its metric or remove it.
4. All widgets share one data fetch per sheet, so the numbers match everywhere.