Read the following article to learn about the dashboard in your Finbooks account and understand its data.
ℹ️ Dashboard activation
The Dashboard is available only when both the Crypto and Traditional Finance sections are enabled in your account.
If only one of the two sections is active, the Dashboard will not be displayed.
The data displayed in the dashboard
At the top of the screen the following data is available:
Total portfolio value: indicates the total value of your portfolio including both crypto and traditional finance investments, the amount is expressed in the fiat currency set for your account
Potential gain/loss: Shows the estimated profit or loss you would realize if you sold your entire portfolio at the current market prices
Total purchase price: indicates the total fiscal acquisition cost of your assets, in other words the total amount spent to acquire the assets held in your portfolio
Right below a graph is displayed, where users can move the cursor along the green line to visualize the variation of the data shown above between different months.