Dashboard

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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. Dashboard figures use the familiar symbol for your reporting currency without a country prefix. For example, an Australian-dollar reporting amount is shown as $100. Use it for daily review, month-end checks, and quick preparation before investment meetings.

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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. If setup found investments without enough information for safe reporting, the Dashboard shows a Missing information notice in Classic, Bold, and Compact views. The notice lists the number of affected draft investments and links to Investment Management. Drafts are not included in portfolio values, performance, allocation, or reports.

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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.
• Compact use: choose the Compact view when you want more figures, rows, and summaries on screen at once.

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Choose the review period

Use the date range controls at the top of the Dashboard to set the period you want to review. When you first open the Dashboard without a saved or shared date range, it starts at Year to date so the view covers the current calendar year up to today. Check the period before relying on:

• Portfolio movement.
• Recent transactions.
• Value comparison charts.
• Allocation and exposure views.
• Report or meeting commentary.

If the start date is later than the end date, InvestSync presents the range in the correct order. If today’s daily value has not finished syncing, the headline portfolio value and value chart carry each holding’s latest confirmed value forward to today. This keeps the Dashboard and mobile overview steady while the current day’s values are being updated. On the mobile app, the Dashboard may reopen with recently viewed information while the latest figures refresh. This helps repeat visits load faster, especially when switching back to the app during the same review session.

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Filter the dashboard

Filters help you focus on a specific part of the organisation. You can filter by:

• Entity.
• Currency.
• Category.
• Subcategory.
• Listed or unlisted investments.
• Tags.

Use filters when you need a view for one trust, one mandate, one investment currency, one asset class, or one reporting treatment. The currency filter uses each investment’s latest recorded currency on or before the end of the selected period. This means a holding with a carried-forward value remains available even when it has no new daily value inside the period, and an older currency record does not override its latest one. If an investment is shared between entities using ownership weights, an entity filter shows only that entity’s percentage share of value, gains and losses, income, fees, and recent activity. The full organisation view still shows the investment once at its full value.

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Key dashboard areas

In the mobile app, Top holdings includes a compact trend line beside each holding so you can quickly compare recent movement without opening the full holding detail. In the mobile app, tap a Recent transactions row to open that transaction’s detail view, including linked source documents where available. The mobile key metrics cards use a consistent size, so Cost basis, Unrealised, Capital introduced, and Market movement are easy to scan together.

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Remove transactions from recent activity

If you have the Bulk delete transactions permission, you can tidy up the recent activity list directly from the Bold view. If you do not see the Select option, ask an owner or an administrator to grant you the bulk delete permission from your member page in Organisation Settings.

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Personalise your view

Use the view switcher in the Dashboard header to choose the layout that suits the task:

• Classic for the standard dashboard experience.
• Bold for a larger visual review with customisable modules.
• Compact for a denser power-user view with more holdings, transactions, allocation figures, watchlist items, goals, and news visible at once.

Classic and Bold views start with the Period ROI snapshot, then show realised P/L and realised FX alongside the open-position metrics, so you can distinguish return, income, repayments, unrealised movements, and gains or losses on closed positions. The snapshot shows current value for context, rather than the return basis used behind the ROI calculation. In the Bold view, Period ROI is also included in the Pulse strip for quick scanning. In the Bold view, the Pulse strip stays directly below the chart because choosing a Pulse item changes the chart above it. The Period ROI tile includes a small ROI trend for the selected period, with the ending figure matching the Period ROI snapshot. The other Bold modules can still be shown, hidden, moved, or resized below the strip. Use the information icon beside Period ROI to see the formula and figures used: ROI equals return divided by return basis. When cash or Xero-linked bank accounts are included, the return basis counts the shared cash balance once. This keeps the dashboard from overstating the capital base when interest and balances are held in separate cash records. In the Compact view, the headline metrics and trend charts run across the full page first, followed by the detailed portfolio and activity panels. Period ROI and Allocation radar appear near the end of the default layout. The Period ROI module shows return, income, capital adjustments, and the main contributors for the selected range. Large amounts are shortened without unnecessary trailing zeros, such as $730K** or **$729.5K, so the same figure stays easy to read when the page first loads. Use the small chart toggles to switch between value, gain or loss, FX, and cost trends without leaving the dashboard. The Unrealised P/L headline follows the selected review period, so it shows how much the unrealised result changed over that date range. Hover over a chart, or move keyboard focus to it, to see the latest value, starting value, change, and range. When Xero bank accounts are linked and syncing, the Compact view also shows a bank balances panel with total cash and the latest synced account balances. In the Compact view, use Customise dashboard to choose which modules are shown, drag them into your preferred order, resize them, and adjust each module’s settings. Generated insights use the same dashboard grid, so they can sit between standard modules and be moved, resized, shown, or hidden in the same way. For example, you can choose which headline metrics appear, which transaction columns are shown, and how many rows a module displays. Drag from a module’s handle; the module lifts from the page and the surrounding modules move aside to show where it will land. You can scroll while dragging, and press Escape to cancel a move. Your Compact dashboard choices are saved for your user and follow you across devices.

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Create your own Compact dashboard insights

In the Compact view, choose Customise dashboard to reveal Ask your dashboard when you need a focused chart, table, or summary that is not already covered by the standard modules. InvestSync chooses the format that best fits your question: charts for visual patterns, tables for detailed rows and exact values, and summaries for a short answer with key figures. Saved insights remain visible after you finish customising. New and refreshed insights use the same review period and active filters shown on the Dashboard. This keeps generated figures, trends, transactions, and live market comparisons aligned with the view you are reviewing. Interactive charts include controls for switching between suitable chart styles, such as line, area, or bar. Choose Data to see the figures behind a chart, then select a column heading to sort the rows. Generated table insights can also be sorted by any column, so you can quickly move between alphabetical, date, value, and percentage views. Chart axes adapt to the information being shown. Dates run from oldest to newest, large financial values use compact axis labels such as $15.9M, and the tooltip keeps the exact value. Category bar charts place category names beside horizontal bars so longer labels remain clear. The Data view uses clear Date or Category headings and keeps numeric columns aligned. Generated summaries use the same compact metric tiles as the rest of the Compact dashboard. Each tile shows a short label, a clear value, and supporting period or comparison detail when it is useful. If an insight refers to a market index or listed investment and InvestSync is not certain which ticker to use, confirm the correct result before the preview is prepared. Use Customise dashboard to enter edit mode. In edit mode, the Dashboard shows a light grid so you can arrange the page directly. The first time you customise a dashboard, InvestSync guides you through the main choices:

• Show or hide modules for the review you are preparing.
• Drag modules on the page into the order you prefer. You can also select a drag handle and then choose another module as the destination.
• Pull the right edge of a module to resize it on the grid.
• Choose whether each module is compact, standard, wide, or full width.

Some detailed modules cannot be made too narrow. This keeps tables, charts, and account lists readable. Charts resize with their modules, so portfolio value, allocation, exposure, holdings, and watchlist views stay readable while you adjust the dashboard. Use Modules while editing to open the module list. Use Done when the view is ready. 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, recent planning threads, and planning goals.
• A research view with starred watchlist items and favourite reports.
• A performance review view with benchmarks, value comparison, key metrics, and period ROI.

Dashboard preferences are saved for the organisation, so the same view is ready the next time you return. The Dashboard follows your display preference, including dark mode, and keeps cards on a consistent background so the view is easier to scan.

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Compare with benchmarks

Use the Benchmarks module to compare portfolio value growth with the targets your organisation has saved. Benchmarks can include market indexes, listed stocks, CPI plus a margin, or a fixed annual percentage. Owners and admins manage the saved benchmark list from Planning > Benchmarks. Benchmarks marked for the dashboard appear in the Benchmarks module. The benchmark comparison starts from the portfolio value at the beginning of the selected dashboard period. It then shows what that starting value would have grown to if it followed each benchmark. This keeps the comparison simple and easy to discuss in review meetings. If a benchmark cannot be calculated for the selected period, the dashboard keeps the portfolio information visible and marks that benchmark as unavailable.

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Good practice