Documentation Index
Fetch the complete documentation index at: https://docs.investsync.co.nz/llms.txt
Use this file to discover all available pages before exploring further.
Overview
The Dashboard is the first place to review an organisation. It brings together headline portfolio values, recent activity, allocation, currency exposure, planning goals, investment updates, and watched securities. Use it for daily review, month-end checks, and quick preparation before investment meetings.Before you start
Make sure the organisation has investments, transactions, and any categories or tags you want to review. If the dashboard looks incomplete, check whether the date range or filters are narrowing the view.Basic and advanced use
- Basic use: review headline value, top holdings, recent activity, allocation, and currency exposure.
- Advanced use: filter by entity, category, subcategory, listed status, or tags, then personalise the dashboard for a meeting or recurring review.
Choose the review period
Use the date range controls at the top of the Dashboard to set the period you want to review. Check the period before relying on:- Portfolio movement.
- Recent transactions.
- Value comparison charts.
- Allocation and exposure views.
- Report or meeting commentary.
Filter the dashboard
Filters help you focus on a specific part of the organisation. You can filter by:- Entity.
- Category.
- Subcategory.
- Listed or unlisted investments.
- Tags.
Key dashboard areas
Key metrics
Review market value, cost, gains and losses, and other headline figures.
Top holdings
See the largest positions and their current contribution to the portfolio.
Recent transactions
Check the latest buys, sells, income, fees, and other activity.
Recent news
Review new investment updates and items that may need action.
Category allocation
See how market value is split across categories and subcategories.
Currency exposure
Review the original investment currencies behind the portfolio.
Personalise your view
Use the dashboard controls to adjust which sections are visible and where they sit. Common personal views include:- A portfolio review view with key metrics, top holdings, allocation, and currency exposure.
- An operations view with recent transactions, recent news, and planning goals.
- A research view with starred watchlist items and favourite reports.
Good practice
Start with the date range
Confirm the review period before discussing performance or recent activity.
Use filters for focused reviews
Apply entity, category, or tag filters before preparing a view for a specific audience.