Summary

The "Summary" section provides a high-level overview of your portfolio. It gives you a quick snapshot of your total investments, gains or losses, and asset allocation. This section is particularly useful for getting a sense of your overall financial health and how your investments are performing.

In the image below, you can see the summary screen.

Within the "Summary" section, you can also access detailed reports that break down your portfolio's performance over various time periods. These reports can help you analyze your investment strategies and identify areas for improvement.

The "Summary" section offers interactive charts and graphs to visualize your portfolio's historical performance, helping you identify trends and make data-driven decisions.

It provides a risk assessment feature that helps you understand your portfolio's risk level and make adjustments to align with your risk tolerance.