EptaWealth

Dashboard Guide

Understanding Your EptaWealth Dashboard

The dashboard is your central hub for monitoring and managing your investments. This guide will help you understand the different components of your dashboard and how to use them effectively.

Dashboard Overview

When you log in to EptaWealth, you are taken to your dashboard. The dashboard provides a comprehensive overview of your financial portfolio, including:

  • Asset Class Summaries: Quick-view widgets for Stocks, Crypto, and Fiat showing current value, daily change, and percentage of total assets
  • Investment Overview: Total portfolio value, capital invested, and overall return
  • Dividend Summary: Recent and projected dividend income
  • Performance Widget: Unified performance metrics across all asset classes
  • Tax Estimate: Estimated capital gains tax based on your transactions

Asset Class Summaries

The top row of the dashboard shows summary widgets for your main asset classes:

  • Stocks: Total stock portfolio value, daily change, number of portfolios and holdings
  • Fiat: Total fiat and savings value across all currencies and accounts
  • Exchange Rates: Current exchange rates for your tracked currencies

Each widget shows the asset class as a percentage of your total portfolio.

Charts

The dashboard includes visual charts to help you understand your portfolio:

  • Portfolio Performance: Shows how your portfolio value has changed over time
  • Asset Allocation: Visual breakdown of your investments by asset class
  • Monthly Income: Chart showing dividend and interest income over time

Recent Activity

The Recent Activity section shows your latest transactions and portfolio updates:

  • Purchases: Recently added investments
  • Dividends: Recent dividend payments received
  • Interest: Interest earned on savings accounts
  • Deposits and Withdrawals: Capital flow activity

Navigation

From the dashboard, you can navigate to other sections of EptaWealth using the sidebar:

  • Stocks: Manage your stock and ETF investments
  • Crypto: Manage your cryptocurrency holdings
  • Fiat: Manage your cash and savings accounts
  • Precious Metals: Track gold, silver, and platinum
  • Real Estate: Track property investments and rental income
  • Income: View income history, breakdown, dividends, and calendar
  • Tax Report: View estimated tax liability

Need More Help?

If you have questions about using your dashboard, please contact our support team for assistance.