The TradeLens dashboard is your central hub for monitoring and analyzing your stock portfolio. This guide explains the key components of the dashboard and how to use them effectively.
The dashboard is divided into several sections:
- Navigation Sidebar: Access different features and sections of the application
- Portfolio Summary: Overview of your portfolio performance
- Portfolio Composition: Breakdown of your assets by category
- Transaction History: Recent stock transactions
- Stock Performance Chart: Visual representation of your portfolio performance
- ESG Summary: Environmental, Social, and Governance metrics for your portfolio
- AI Chat Interface: Ask questions about your portfolio
The portfolio summary provides a quick overview of your portfolio's performance:
- Total Value: Current total value of all holdings
- Total Gain/Loss: Overall portfolio gain or loss
- Daily Change: Change in portfolio value over the past day
- Number of Stocks: Total unique stocks in your portfolio
This section shows how your portfolio is divided:
- By Category: Distribution between MAG7 stocks and others
- By Sector: Allocation across different market sectors
- By Exchange: Distribution across different stock exchanges
You can click on any segment of these charts to filter the dashboard for that specific category.
The transaction history table shows your recent stock transactions:
- Date and time of each transaction
- Stock symbol and name
- Transaction type (Buy/Sell)
- Price, quantity, and total value
- Current profit/loss for each position
You can sort this table by clicking on the column headers. Click on any stock symbol to view detailed information about that stock.
The stock performance chart visualizes your portfolio's performance over time:
- Historical price data for your entire portfolio or individual stocks
- Buy and sell points marked on the chart
- Interactive zoom and pan controls
- Optional display of volume data
Use the time range selector above the chart to adjust the time period displayed.
The ESG section provides a snapshot of your portfolio's sustainability profile:
- Overall ESG Score: Weighted average of your holdings' ESG performance
- Environmental Score: Assessment of environmental impact and policies
- Social Score: Evaluation of social responsibility and practices
- Governance Score: Analysis of corporate governance structures
- Top ESG Recommendations: High-priority sustainability considerations
Click on "View Full ESG Analysis" to access the detailed ESG dashboard with comprehensive metrics and company-specific ratings. For more information, see the ESG Analysis guide.
The AI chat interface lets you ask questions about your portfolio in natural language:
- Ask about specific stocks: "How has AAPL performed this quarter?"
- Get portfolio insights: "What are my biggest winners and losers?"
- Request analysis: "Which of my stocks have the highest dividend yield?"
- Get recommendations: "Should I consider diversifying my portfolio more?"
- Inquire about ESG: "What companies in my portfolio have the best environmental scores?"
You can customize your dashboard experience:
- Click the settings icon in the top right corner
- Choose your preferred AI model for analysis
- Set your default time range for charts
- Select which metrics to display in the summary
- Configure ESG data sources and update frequency
Now that you understand the dashboard, explore these related features:
- Portfolio Analysis: Deeper analysis of your portfolio
- ESG Analysis: Comprehensive sustainability evaluation
- AI-Powered Features: Advanced AI-driven insights
- Risk Assessment: Evaluate portfolio risks