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Additionally,  at the top of the Dashboard is a toolbar that lets you set a Date, Select from your accounts, and update the values of your holdings. It also displays the date of and time of your last update.

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The Investing Dashboard uses four cards to provide you with information about your securities.

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The Holdings card lists all of your holdings and can be sorted by any column just by clicking on the column header.

At the top of the card, you can view the total change for that day based as on both the dollar amount and the percentage.

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The Top 10 Movers card lists the stocks that have had the highest greatest change in value that day. It can be sorted by Value, Change in dollar amount, and Change in percentage. The stocks with gains will always be listed above the stocks with losses.

At the top of the card, you can see the total number of gainers and losers for that day.

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The Asset Allocation card presents a graph of how your holdings are allocated by investment class, such as Small Cap Stock, Large Cap Stock, Domestic Bond, International Stock, Cash, etc.

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Allocation by Security card

The Allocation by Security card shows a graph you your of your holdings are allocated listed by security. The legend will display the securities from the largest to the smallest. 

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You can move and arrange your cards using drag and drop. Click and hold on the top part of the card and drag the card to where you want it to be. If you drag it directly on top of another card, the two cards will switch places, . If you drag a card before or after a different card, the other cards will reorder to make room for the card in that position.

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