Tour the dashboard

6 min read · updated 2026-06-11

The dashboard is the read-everything screen: portfolio value and profit-or-loss up top, the equity curve beside your sleeve split, and the three activity cards underneath. Here’s each piece and where its numbers come from.

Portfolio hero

Net asset value (what everything in your account is worth right now), buying power, and realized profit-or-loss — gains and losses locked in by completed sales, after fees — read live from your Alpaca account in the active environment. If no broker keys are saved yet, the dashboard shows its not-configured state with a link to Settings → Broker.

Equity curve

Your account value over time, built from daily snapshots, with an SPY (S&P 500 fund) line overlaid for comparison. The 1D · 1W · 1M · 3M · YTD · 1Y · ALL buttons switch the time window (default 1M). Like every chart in SleeveFolio, it includes a hidden table version for screen readers and honors your device’s reduced-motion setting.

Sleeve allocation

How your account splits across the three sleeves — equities, crypto, and cash — against the budgets you set on Risk & Caps.

Top positions, top signals, recent fills

  • Top positions — your largest holdings with current profit-or-loss; the full table lives on the Positions page
  • Top signals — the strongest buy/sell ranks from the latest signal run
  • Recent fills — the last executions synced from the broker

Every card opens its full page on click; the persistent PAPER / LIVE badge, the kill switch, and the disclaimer footer frame all of it on every screen.