The Three-Part Layout
Your Portfolio page is organized into three sections that flow like a story: "What's Happening" at the top, "Why It Matters" in the middle, and "What It Means" at the bottom. Each section answers a different question so you don't have to figure it all out yourself.
What's Happening (The Top)
This section shows the big picture. You'll see your total portfolio value, how much it changed today (in dollars and percent), and which stocks are your top gainers and losers.
Green numbers mean that stock or your overall portfolio went up. Red means it went down. The size of the change tells you how big the move was. If one stock is red but your total is green, that means your other stocks more than made up for it.
Why It Matters (The Middle)
Here you'll see each stock you own listed one by one. For every stock, the page shows: how many shares you have, what you paid for them, what they're worth now, and your profit or loss on each one.
Pay attention to the allocation percentage next to each holding. If one stock is more than 20-25% of your total, you might be too concentrated. That means if that one stock drops hard, it takes a big chunk of your portfolio with it. Check out Portfolio Basics to learn more about healthy allocation.
What It Means (The Bottom)
The decision summary at the bottom puts everything together. It highlights what needs your attention — things like stocks with big score changes, positions that have grown too large, or sectors where you're overexposed.
Think of this section as your "to-do list" for portfolio management. It tells you what to look at next so you don't miss anything important.
Trust Badges and Data Freshness
You might notice small badges next to some numbers that say things like "Live" or "Delayed." These tell you how fresh the data is. Live data updates in near real-time. Delayed data might be 15 minutes behind.
On paid plans, most data is live. On the free plan, some data may be delayed. Either way, the badges make it clear so you always know what you're looking at.