Portfolio Dashboard

May I suggest to change the dashboard display so that it shows not only the value of each ETF in the portfolio but also the cash available for investing in the account?

At the moment, I can see the total portfolio value and values of each holding on the dashboard. I can then click into option, then click cash then click something in the menu to find the amount of cash available for investing. Though all information I need are available somewhere in the system, but it is much more convenient if they are all in one place.

Thanks for considering.

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Thank you for your suggestion! We are already planning to make changes to the dashboard, including how we display cash, but this is certainly a great idea, which I have forwarded to our team!

Have a great day,
Elise

2 Likes