Tour the dashboard

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

The hero shows three figures: net asset value (what everything in your account is worth right now), unrealized profit-or-loss (gains and losses on positions you still hold, measured from what you paid for them), and realized profit-or-loss (gains and losses locked in by completed sales, after fees) over the time window picked with the chart buttons: the last 7 days for 1W, 30 days for 1M, 90 days for 3M, since January 1 for YTD, 12 months for 1Y, and all time for ALL. Unrealized profit-or-loss stays the same whichever window you pick, because it covers only what you hold now, from the day you bought it. Net asset value and unrealized profit-or-loss read live from your Alpaca account in the active environment; the realized figure is calculated from your recorded fills. The small “today” figure beside net asset value is your change since the market last opened today; on a day the market is closed (a weekend or holiday) it reads $0, because nothing has traded yet, rather than carrying over the last open day’s result. A turnover and average-holding-period row sits below the chart. 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 a snapshot taken once a day after the US market closes (21:00 UTC), with a dotted S&P 500 line (tracked via SPY, a fund that follows the index) overlaid for comparison; the key at the right end of the turnover row names both lines. The 1W · 1M · 3M · YTD · 1Y · ALL buttons at the top right switch the time window (default 1M) for both the chart and the realized figure above it. While the snapshots arrive on time, nothing marks the chart’s age. If one is missed, a chip just above the chart says how old the chart is (amber once the newest snapshot is more than 26 hours old, stale after 50, or stale straight away if its age can’t be read), with a note that the figures above it don’t depend on that snapshot. 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, read live from your Alpaca account in the active environment: the small note beside the title says “default bands”, then paper or live, then the source. Equities are the stocks and ETFs (exchange-traded funds) you hold and crypto the coins you hold, each at its latest price; cash is the cash balance your broker reports. Each row shows its dollar value and its share of your net asset value, and a total row underneath shows the net asset value they add up to, so the cash row doubles as your at-a-glance cash balance. When the account is borrowing from Alpaca (buying on margin), cash reads below zero and equities plus crypto can come to more than 100%; an amber line under the rows says how much is borrowed and what share of net asset value your holdings come to.

Below that, “Within the default bands?” checks each sleeve against its default reference band: equities 60–80% and crypto 10–30% of net asset value; cash is the remainder and has no band. Each row’s track shades the band and marks where your share sits, and a status chip beside it reads in band, over band or under band (naming the band it missed), remainder for cash, or borrowingwhen cash is below zero. Every chip pairs its color with a glyph, and a hidden table version carries the same figures for screen readers. The bands are reference ranges for comparison, not limits: the link beside the heading opens Risk & Caps, where you set your own sleeve budgets (the sliders there shade the same bands).

Top positions, top signals, recent orders

• Top open positions: your largest holdings with current profit-or-loss; the full table lives on the Positions page
• Today’s signals: the top-ranked symbols from the latest signal run, each tagged buy, hold, or sell
• Recent orders: your newest orders, one row each, the same source and unit as the Orders page, so the two never disagree on count

Every card opens its full page on click. Net asset value, today’s and unrealized profit-or-loss, the sleeve split, top positions, and recent orders read live from Alpaca on every page load; the realized figure and the turnover row use the fills SleeveFolio has recorded, which sync from Alpaca every 15 minutes while your account is in use (about once an hour otherwise), and the signals card shows the latest signal run. The top bar pairs the persistent PAPER / LIVE badge with your FREE / PRO plan badge; those and the disclaimer footer frame all of it on every screen, and the kill switch stays on hand from each one (the top bar on desktop, the navigation menu on a phone).