Review your portfolio overview
After creating an account and adding a transaction, use the overview to confirm your portfolio is set up correctly.
Check accounts and categories
Confirm that the account appears under the expected category and that the account name, type, and cash setting match what you intended.
Review open positions
Open positions show assets you currently hold based on your saved transactions. If the quantity looks wrong, review the transaction history for that asset.
Review total value and allocation
The overview uses your transactions, cash, market prices, and currency conversion data to calculate totals and allocation. Values can change as market data changes.
If values look incomplete
Some totals may be partial when a price, valuation, or currency conversion is unavailable. Check the affected rows and review whether the asset or cash data is complete.