Dashboard Overview
Understanding your MyMoneyViz dashboard
Your dashboard is the central hub for monitoring your wealth. Here's what you'll find.
Total Net Worth Card
At the top, you'll see your total net worth - the sum of all your assets. This includes:
- Current market value of all holdings
- Converted to your preferred currency
- Updated automatically with market prices
Performance Chart
The performance chart shows how your net worth has changed over time:
- Daily/Weekly/Monthly views available
- See gains and losses at a glance
- Track your progress toward goals
Holdings Table
Below the chart, you'll find your detailed holdings:
- Asset name and ticker
- Current value and quantity
- Gain/Loss amount and percentage
- Allocation percentage of portfolio
Breakdown Cards
On the right side, see your portfolio breakdown:
- By Asset Type (stocks, crypto, real estate, etc.)
- By Currency exposure
- By Geography (coming soon)
Quick Actions
From the dashboard, you can quickly:
- Add new assets
- Edit existing holdings
- Set or update goals
- View detailed analytics