💰Portfolio Dashboard
The Portfolio Dashboard is your main control center for each AI-traded portfolio. It gives you a live, interactive view of performance, holdings, and trading activity — all updating in real time.
🧾 Performance Summary
At the top of the dashboard, you’ll see a quick overview of how your portfolio is doing:
Total Portfolio Value — your current combined equity
Overall Profit/Loss — both in dollars and percentage
Today’s Performance — daily change since market open
It’s your at-a-glance snapshot of portfolio health.
📈 Live Chart
A real-time graph visualizes your portfolio’s value over time.
Updates continuously via WebSocket during market hours
Automatically falls back to periodic refreshes if the live stream disconnects
Displays key points for trades, dips, and spikes
You can literally watch your portfolio move with the market.
💼 Current Holdings
A dynamic table shows everything you currently own:
Ticker
Stock symbol
Shares
Quantity held
Avg Cost
Your average buy price
Current Price
Live market price (auto-updates)
P/L
Profit or loss per position
Value
Total position value
Every value refreshes in real time during trading hours — powered by live market feeds.
🔄 Recent Trades
See your trade history at a glance:
Buy/sell events with timestamps
Executed prices and quantities
Action type (buy or sell)
This section gives you a transparent record of how your AI portfolio has traded over time.
⏰ Real-Time Updates
During market hours, all charts and tables stream updates live. When markets close, StockNotes switches to cached data from the last session — so your dashboard always stays accurate.
💡 Why It’s Useful
The Portfolio Dashboard lets you:
Track your performance live
Review trade history and current holdings
Understand how AI decisions affect your portfolio
It’s the clearest way to see your strategy in motion — from high-level performance to every individual trade.
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