Viewing Your Holdings

The Holdings tab gives you a complete list of every asset in your portfolio, showing current value, allocation percentage, and performance data.

Holdings Table

The Holdings table displays one row per position. Each row contains:

• Name — the full name and ticker symbol of the asset (e.g., Vanguard Total World Stock Index Fund ETF Shares VT)
• First Activity — the date you first purchased this asset (e.g., 10/28/2020)
• Value — the current market value in your base currency (e.g., 61,944.96 USD)
• Allocation — the percentage of your total portfolio this position represents (e.g., 53.78%)
• Change — today's absolute change in value
• Performance — the overall return percentage since your first purchase

Filtering Holdings

Two filters are available at the top of the Holdings tab:

View mode — toggle between a chart view and a list view using the radio buttons on the left.

Status filter — choose between Active (positions you currently hold) and Closed (positions you have fully sold).

Sorting the Table

Click any column header to sort the table by that field. Click again to reverse the sort order. Sorting by Allocation helps you quickly see which positions dominate your portfolio. Sorting by Performance shows your best and worst performers at a glance.

Asset Details

Click any row in the Holdings table to open a detailed view for that specific asset. The detail view shows price history, transaction history, and individual performance metrics.