Overview

On the Overview tab, you will see:

• Two cards, if you didn’t create your Investment portfolio on the Investments tab:
• Four cards, if you created your Investment portfolio on the Investments tab:

Income and Expenses card

In the Income and Expenses card, you can switch between aggregated and historical charts by choosing the appropriate icon:

• Income and Expenses pie charts show the total amounts of your income and expense transactions (at the center of the pie chart) and the distribution of transaction amounts for different groups of income and expenses.

  Notes:

  • You will not see the Income chart, if there is no income for the selected period, or the Expenses chart, if there are no expenses for the selected period.
  • All pie charts are interactive, so you can see not only percentage of Income or Expense group. By moving the mouse over the name of Income or Expense, you will see the amount for this Income or Expense group instead of total amount.
• Income and Expenses history chart shows the total amounts of the Income / Expense transactions for each day, month or year of the selected period:
  • Different shades of green show the Income transaction amounts for the Income groups;
  • Different shades of red show the Expense transaction amounts for the Expense groups.
  

Accounts card

In the Accounts card, you can switch between aggregated and historical charts by choosing the appropriate icon:

• Assets and Liabilities  pie charts show the total amount of your assets and liabilities (at the center of the pie chart) and the distribution of account balances for the different groups of accounts.

  The pie charts show the accounts state at the last date of the selected period:

  • Accounts with a positive balance are grouped in the Assets pie chart;
  • Accounts with a negative balance are grouped in the Liabilities pie chart.
  

  Notes:

  • You will not see the Assets chart, if there are no accounts with a positive balance, or the Liabilities chart, if there are no accounts with a negative balance.
  • All pie charts are interactive, so you can see not only percentage of any account group. By moving the mouse over the name of any account group, you will see the amount of this group instead of total amount.
• Assets and Liabilities  history chart shows the changes of Assets and Liabilities for the selected period:
  • Different shades of green show Assets – the total amount for the account groups with strictly positive balance (> 0);
  • Different shades of red show Liabilities – the total amount for the account groups with strictly negative balance (< 0);
  • Different shades of orange show the total amount for the account groups with positive/negative balance for the selected period (sometimes they are Assets, other times they are Liabilities);
  • The line chart shows the total amount for all accounts.
  

Investments card

In the Investments card, you switch between aggregated and historical charts for investments:

• Investments pie chart shows the current market value of your Investment portfolio by security (at the center of the pie chart) and the distribution of securities.

  Note: All pie charts are interactive, so you can see not only percentage of any security. By moving the mouse over the name of any security, you will see the amount of this security instead of total amount.

• Investments history chart shows the Market Value of your securities for each day, month or year for the selected period:

Wealth card

In the Wealth card, you can switch between aggregated and historical charts by choosing the appropriate icon:

• Wealth pie charts show the total amount of your assets and liabilities, including investments (at the center of the pie chart) and the distribution of account balances and investments for the different types of accounts and investments.

  The pie charts show the accounts and investments state at the last date of the selected period:

  

  Notes:

  • You will not see the Liabilities chart, if there are no accounts with a negative balance.
  • All pie charts are interactive, so you can see not only percentage of any account or investment type. By moving the mouse over the name of any account or investment type, you will see the amount of this type instead of total amount.
• Wealth history chart shows the changes of Assets, Investments, and Liabilities for the selected period:
  • Different shades of green show Assets and Investments – the total amount for the account and investment types with strictly positive balance (> 0);
  • Different shades of red show Liabilities – the total amount for the account and investment types with strictly negative balance (< 0);
  • The line chart shows the total amount for all accounts and investments.