Dashboard

Once you have successfully logged in to your account, you will be presented with your Dashboard. This is your home on the website and is where you can easily and quickly view all information associated with your account.

There are several features of this page including:

1. Transactions

• The Transactions form allows you to add transactions to your account

2. Portfolio

• The Portfolio widget displays all of your current holdings and values.

3. Portfolio Chart

• The Portfolio Chart widget displays your portfolios value over time to allow you to better see growth in your account.

4. Watchlist

• The Watchlist widget allows you to add specific stocks to a list for quick access to view more detailed information about them.

5. Sector Treemap

• The Portfolio Allocation by Sector widget allows you to view a treemap breakdown of your portfolios allocation by sector.

6. Prediction Chart

• The Prediction Chart widget allows you to generate a model and view the next days predicted price for any stock.

7. Market News

• The Market News widget displays general market news for the day.

8. Government Trading Transactions

• The Government Transactions widgets displays transactions for a given day for both the House of Representatives and the Senate.