Tutorial: Navigating the Overview Page
Here's a short tutorial to give you a glance at the Overview page, the first screen you see after you sign up or log in to your account. Very useful information to get your portfolio improvement process started.
We wanted to help individuals cut through the noise of markets, price changes, news, and everything else that's going on in the world. The Overview page is meant to be a very simple landing page for your portfolio management, to get oriented and then dive into making your portfolio even better.
This includes your Portfolio Score, total net worth, recommendations, forecasted returns, expected portfolio performance, and exposures. This view helps visualize what has happened and what is likely to happen to your portfolio, and gives you a Quick Actions bar to navigate to the right places across the rest of the product.
The Portfolio Score is a quick way to understand how your portfolio is doing. This score combines your personal investment preferences, risk & returns, and macro exposure as a guide for portfolio improvement. The three components of the Portfolio Score are:
- Risk Match - Current portfolio risk compared to your preferred risk profile
- Risk-adjusted Return - Expected performance over portfolio risk (calculated as the Sharpe Ratio)
- Downside Protection - Protection against possible scenarios of extreme stress and other sources of uncertainty (i.e. tail risk)
Read more here.
Your Net Worth card shows your aggregated net worth across all securities & crypto accounts, real estate, private equity, and cash. Click "See net worth breakdown" to see this composition.
Using the Global Predictions forecasting system, an estimate of 12 month returns for your entire portfolio are calculated. Read more about the forecasting system here. Click on "See individual securities" to get details for each item and the model assumptions for each security.
This chart allows you to see your portfolio's historical performance, plus a projection of how the portfolio is expected to perform over the next 12 months. The blue shaded area represents the 1-sigma distribution of forecasted outcomes, and the metrics at the bottom are a snapshot of your returns, risk, and Sharpe Ratio (i.e. a metric indicating risk-adjusted returns).
Portfolio returns over last 30 days
This is a great visualization of all the assets in your portfolio, across your entire net worth. The size of the boxes represent the weight in your portfolio, while the colors signify the magnitude of the gains/losses over the last 30 days. As you can see, this portfolio did not do particularly well this last month...
These pie charts indicate the exposure of your portfolio broken down by country, sector, and by holdings. Toggle to "Risk" to view your portfolio exposures in risk space to better understand how concentrated your portfolio might be - this feature is an incredible lens that professional portfolio managers often use to look at portfolio diversification.
Tip: the "By holdings" chart breaks down the funds that you hold into their constituent components as part of a "look-through" analysis so that you can see aggregated exposure to individual companies.
Quick Actions bar
Use the Quick Actions bar to access useful tools and views to improve your portfolio. Click the drop-down to switch between portfolio views, and use the icons as follows:
View - See in more detail what is in the currently selected portfolio
Optimize - Open the Portfolio Optimizer, an easy-to-use powerful tool to reweight your portfolio to optimize your risk-adjusted returns
Copy - Click to copy your current portfolio view into a draft portfolio so that you can add recommendations, remove low performers, and adjust your weights to create a better portfolio
Get Order - creates an "Order Execution List", a list of trades to execute in order to bring your current portfolio up to date with your selected draft portfolio