Click "Customize dashboard" on the Overview page. You can show or hide sections, reorder them, and add custom chart sections. Click "+ Add section" to create new charts combining any of your portfolios or assets.
Line charts (for trends over time), bar charts (for monthly changes), and pie charts (for allocation). Each custom section lets you choose its chart type, select which assets or portfolios to include, and set grouping options.
Status shows your overall direction. Momentum compares this month to last month. Trajectory estimates how long until you reach your goal. These update after you confirm each month's balance.
Charts show 1M, 3M, 6M, YTD, 1Y, 3Y, or 5Y of data. This controls how much history is displayed. Your full data is always stored; the filter just changes the view.
Still stuck? Open the app and use the help button in the corner to reach a human.