Reading your dashboard
The dashboard is built for a ninety-second visit. Here is what each part is telling you, which numbers are live, and which need a moment before they mean anything.
On this page
The dashboard answers two questions: what am I worth, and what moved. Everything else on it is a route to somewhere more detailed.
The headline figure
Your net worth: everything you own minus everything you owe, in euro.
Beneath it, three buckets that add up to it. Cash is bank and broker balances. Investments is securities, crypto, property, metals and anything else you hold. Debts is mortgages, loans and credit, subtracted rather than added. Each shows its share of the total.
The headline is computed live from your current balances rather than read from a stored figure, so it is always the same calculation as the right-hand end of your chart. The two cannot drift apart.
What moved
The comparison under the headline shows the change against yesterday, and can be switched to last week or last month.
Pick the window that matches what you are asking. Day to day is mostly market noise for anyone holding investments. A month tells you something about direction; a day usually does not.
Top movers answers the follow-up: which holdings actually caused the change. It is the fastest route from "I am down today" to "because of this one position".
The chart
Net worth history plots the figure over time.
Two things about it are worth knowing, and they are covered properly in how net worth history works:
Today's point is computed live. Every earlier day comes from a daily snapshot, with anything that has a market price revalued as you look at it. That last part is why the chart can change without you having done anything: the price data underneath it improved.
A new account appears from the date its history begins, not from the day you added it, provided that history exists. This is why entering earlier valuations on manual entries changes the shape of your past so much.
Account health
Account health is the part to glance at rather than skip, because a stale connection is the one failure that makes every other number quietly wrong.
It tells you when each account last synced, and flags any needing attention. A bank connection can expire, an exchange API key can be revoked, and a DeGiro import is only ever as current as your last upload.
If an account needs reconnecting, do that before drawing conclusions from a total.
Sync now requests a fresh pull. It is rate limited to roughly once an hour per connection, because the providers themselves impose limits and a manual refresh does not bypass them. Between refreshes the dashboard reads stored data, which is what makes it load instantly.
Hide balances
Hide balances masks every figure while leaving the layout intact.
For showing someone a chart shape without the amounts, or working somewhere with people behind you. It is a display toggle, so it changes nothing about your data and turns off again when you want it.
First visit
An empty dashboard is not broken. It is waiting for an account.
Connect or import one and the buckets populate immediately. The chart needs more than a single day to be a line rather than a point, so history is the one thing that genuinely arrives over time, unless you entered past valuations by hand.
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