The Dashboard provides a consolidated view of balances and performance across all connected accounts.

Chart #

The chart view visualizes the development of a selected asset across all stored snapshots, see section Snapshots.

Overview by Account #

Displays the balances of each asset for every individual account, allowing you to quickly see how funds are distributed.

Overview by Asset #

Aggregates balances by asset across all accounts, showing the total holdings of each asset regardless of where they are stored.

Snapshots #

You can save snapshots of the current account state and later compare two snapshots to evaluate performance over time.

Video showing functionalities in Dashboard