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Your dashboard

Short answer: The dashboard shows your account value, contributions and distributions, allocation, and an interactive portfolio projection — drag the sliders to model different return, volatility, contribution and horizon assumptions. The shaded band is a P5–P95 confidence cone; it is an illustration, not a…

The dashboard shows your account value, contributions and distributions, allocation, and an interactive portfolio projection — drag the sliders to model different return, volatility, contribution and horizon assumptions. The shaded band is a P5–P95 confidence cone; it is an illustration, not a forecast.

Every figure carries an `i` tooltip explaining exactly how it's computed.

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Applies to: investors · Section: For investors · Updated 2026-10-14