The TradeSmith Finance Dashboard gives you a high-level overview of your investments tracked within your TradeSmith products. Below is what your dashboard will look like if you only have a Crypto by TradeSmith subscription.
The first section is a convenient list of some of our most used tools. Followed by an overview of how your investment portfolios are performing.
You can select which portfolio you would like to review here:
This selection controls the portfolio overview and the following 4 widgets.
Selecting a hyperlinked ticker will bring you to the Position Card Page.
The bottom two widgets will show you any new recommendations from your subscribed newsletter and the most common searched stocks and cryptos in TradeSmith.