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Dashboard

The dashboard is your command center for portfolio performance and strategy activity.

Dashboard with equity chart and strategy cards
The Dashboard shows portfolio equity, strategies, and quick navigation.

Overview

Section titled “Overview”

Open Dashboard to see:

  • Portfolio value and today’s change in the header
  • Equity curve with optional benchmark overlay
  • Portfolio stats panel (cash and risk metrics)
  • Tabs for Strategies, Holdings, Trade Log, and Calendar

Portfolio metrics

Section titled “Portfolio metrics”
Section titled “Header”
Metric Description
Portfolio value Managed portfolio equity (sum of invested strategy value)
Today’s change Session-based P&L in dollars and percent (resets at market open ET)

Stats panel

Section titled “Stats panel”

Beside the equity chart, the stats panel shows:

Metric Description
Available cash Brokerage cash available for new strategy investments
Cumulative return Total return over the selected chart range
Annualized return Return normalized to a yearly rate
Sharpe ratio Risk-adjusted return
Max drawdown Largest peak-to-trough decline
Standard deviation Portfolio volatility

Quantly tracks managed capital only - capital you allocated through the platform. Manual positions outside Quantly are not included.

Equity chart

Section titled “Equity chart”
  • Line chart of portfolio value over time
  • Benchmark comparison (for example SPY)
  • Range selector: 1M, 3M, 6M, YTD, 1Y, MAX

Strategies tab

Section titled “Strategies tab”

The Strategies tab lists each invested strategy in a table with:

  • Current value and allocation share of the portfolio
  • Today’s change and cumulative return
  • Invested since date
  • Actions: manage capital, dry run, trade now, go to cash, and more

A filter shows how many strategies match your search (for example, “3 of 5 strategies”). That is not a separate top-level metric.

Click a strategy name to open it in the editor.

Tabs

Section titled “Tabs”
Tab Content
Strategies Your invested strategies at a glance
Holdings Current positions across strategies
Trade Log Executed trades and activity
Calendar Daily P&L heatmap by strategy

See Holdings and Trade Log for Holdings and Trade Log details.

Calendar tab

Section titled “Calendar tab”
Calendar tab with daily P&L heatmap
The Calendar tab shows daily profit and loss across your strategies.

The Calendar tab visualizes day-by-day portfolio performance so you can spot winning and losing sessions at a glance.

Next steps

Section titled “Next steps”