How do I read my dashboard at a glance?

Your dashboard answers one question — where do I stand today? Eight number cards across the top, three charts below. This is the quick tour; the deeper "what does this number mean" articles are linked as you go.

The eight cards

The top row summarises everything you track. Left to right, top to bottom:

The eight summary cards — your whole financial picture in one row.

• Net Worth — everything you own, minus what you owe.
• Total Invested — what you've put in, with a count of asset classes and holdings.
• Total Liabilities — your outstanding loans, and their average rate.
• Day Change — how much your holdings moved today.
• Total Returns — gain or loss since you started, in rupees and percent.
• Portfolio XIRR — your annualised return, split into Holdings and Assets.
• P&L This Year — this financial year's gain, split Realised vs Unrealised.
• Monthly SIP — how much you're investing each month, and how many plans.

Note: Labels with a dotted underline — like Net Worth and Portfolio XIRR — show a short definition when you hover over them.

The three charts

Below the cards, three donuts show how your money is split. Asset Allocation breaks down every asset class; Stocks and Mutual Funds each zoom into that slice. Each chart has a legend with exact percentages.

Allocation across everything, then your stocks and funds broken down.

On the Mutual Funds chart you can switch between Funds (each scheme on its own) and Category (grouped by fund type) using the small toggle in its corner.