> ## Documentation Index
> Fetch the complete documentation index at: https://docs.investsync.co.nz/llms.txt
> Use this file to discover all available pages before exploring further.
# Dashboard
> Review portfolio value, allocation, activity, news, goals, and watchlist items from one place
## 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.
## 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.
## 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.
## 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.
## 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.
## Key dashboard areas
Review market value, cost, unrealised results, realised gains or losses,
realised FX, and other headline figures. The headline market value
percentage shows investment movement for the selected period without
treating money added or withdrawn as a gain or loss. The first metric
compares market value with cost basis so you can quickly see value against
invested cost.
Review return on invested capital at the top of the dashboard for the
selected period. Loan repayments and capital repayments are shown as capital
adjustments, not performance losses.
See the largest positions and their current contribution to the portfolio.
Check the latest buys, sells, income, fees, and other activity.
Review new investment updates and items that may need action.
See the latest Planning Workspace discussions, decisions, and follow-ups
linked to investments, entities, custodians, documents, or wider planning
topics.
See how market value is split across categories and subcategories. Switch to
the stacked pie view when you want categories in the centre and
subcategories around the outside.
Review the original investment currencies behind the portfolio.
If Xero bank accounts are syncing, review current cash balances alongside
the rest of the dashboard.
Review the total capital that may still be called, how much is scheduled,
commitments without dates, and the next upcoming calls. Target-total
commitments deduct each linked investment's latest recorded value.
Compare today's category allocation with the projected mix after all
remaining capital commitments are funded. Commitments follow the category of
their linked investment.
Compare portfolio value growth with saved targets such as S\&P 500, a listed
stock, CPI plus a margin, or a fixed annual return.
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.
## 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.
In the Recent transactions area, choose **Select**. A tick box appears
beside each transaction.
Tick each transaction you want to remove. The toolbar shows how many you
have selected.
Choose **Delete**, then confirm. InvestSync permanently removes the selected
transactions and refreshes affected daily values. This cannot be undone.
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.
## 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.
The Compact **Period move** percentage compares the closing portfolio value with the recorded opening balance for the selected period. This keeps the movement meaningful even when the first chart point falls after the opening date.
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.
Bold and Compact views include a **Capital commitments** module. **Total capital commitments** shows the remaining organisation-wide exposure in the reporting currency, including target balances that do not yet have payment dates. **Scheduled** shows the portion represented by open calendar tranches, while **Without dates** highlights draft calls that still need timing. Select **Calendar** to review or update the full schedule.
The **Allocation after commitments** module compares the organisation's current category weights with a projected portfolio that includes every remaining commitment, including target balances that have not been scheduled yet. The radar and the list of largest changes show which categories are expected to grow or reduce as a share of the portfolio. A commitment linked to an uncategorised investment appears under **Uncategorised**. If a commitment is not linked to an investment, the module includes it in the projected total and clearly identifies the amount that cannot yet be plotted against a category.
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.
## 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.
Choose **Customise dashboard**, then choose **Create insight** or select one
of the suggested starting points for allocation, a holdings table,
performance, or recent changes.
Explain the period, comparison, rows, chart, or figures that matter to your
review. A clear request such as “Show my top holdings in a table with
current value and percentage change” gives the best result. You can also
choose a starting point for a common allocation, holdings, performance, or
recent-changes review.
The creation window keeps your question and the **Live preview** together so
you can check the result as you work. Generate the first preview. After
that, **Auto-update preview** refreshes the result when you pause typing, so
you can refine the wording without repeatedly choosing an update button. You
can turn this off and use **Update now** instead.
Choose **Add to compact dashboard**. The saved insight joins the Compact
dashboard grid and follows you across devices. While customising, drag or
resize it just like any other module. Use the pencil button to refine an
insight later, or the delete button to remove it.
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.
## 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.
## Good practice
Confirm the review period before discussing performance or recent activity.
Apply entity, category, or tag filters before preparing a view for a
specific audience.
Review high-importance or action-required updates before meetings.
Hide sections you do not use regularly so important information is easier to
scan.