Dashboard
The Dashboard (Dashboard) is your command center for managed portfolio performance.
Header metrics
Section titled “Header metrics”| Metric | Description |
|---|---|
| Portfolio value | Sum of equity in strategies you allocated through Quantly |
| Today’s change | Session-based P&L in dollars and percent (resets at market open ET) |
Quantly tracks managed capital only. Positions you hold manually at your brokerage outside Quantly are not included.
Stats panel
Section titled “Stats panel”Beside the equity chart:
| Metric | Description |
|---|---|
| Available cash | Brokerage cash that no strategy holds, available for new strategy investments. Cash a strategy has left over after trading, or holds after going to cash, counts in that strategy’s value instead. A deposit that is still clearing shows underneath as pending: “+$X pending” until your brokerage releases it, or “Includes $X pending” when your brokerage already lets you trade it. |
| 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 |
See Performance Metrics for definitions and P&L rules.
Equity chart
Section titled “Equity chart”- Portfolio value over time
- Optional benchmark (for example SPY)
- Ranges: 1M, 3M, 6M, YTD, 1Y, MAX
Dashboard tabs
Section titled “Dashboard tabs”Each tab has its own doc page:
| Tab | Doc |
|---|---|
| Strategies | Invested Strategies |
| Holdings | Holdings |
| Trade Log | Trade Log |
| Calendar | Calendar |
| Correlations | Strategy Correlations |