Holdings
The Holdings tab on Dashboard shows position-level detail for managed capital.
Columns
Section titled “Columns”| Column | Description |
|---|---|
| Symbol | Ticker |
| Strategy | Which strategy holds the position |
| Quantity | Shares held |
| Value | Current market value |
| P&L | Unrealized profit or loss |
Cash remainder
Section titled “Cash remainder”Cash Remainder rows show uninvested cash inside a strategy after sells or deposits. That cash is part of the strategy’s equity, not the brokerage Available cash shown in the dashboard header.
Related
Section titled “Related”- Trade Log - executions that changed these positions
- Invested Strategies - strategy-level actions and allocation
- Performance Metrics - how P&L and returns are computed