Titan guide · 4 min read
The Dashboard in Titan
The Dashboard is the picture of your portfolio. It is a screen you read, not one you fill in, and it is where your own rules start showing up as numbers.
In this guide
What it is made of
In the side menu it is the home entry, so it is where you land every time you come in. Throughout this guide we call it the Dashboard.
The Dashboard does not originate any data of its own. It brings together three things you have already set up elsewhere: the operations recorded in your Transactions, live market prices, and the limits you wrote into your investment plan.
Which means a Dashboard that looks wrong is almost always a Transactions problem, and a Dashboard that never warns you about anything is usually a plan with no limits in it.
Titan does not tell you what to buy or sell, and it does not promise any return. It processes the information you give it so you can make informed decisions. The decisions are yours.
The four cards
| Card | What it is |
|---|---|
| Portfolio value | What everything you hold is worth right now, assets plus cash |
| Long-term goal | The figure you are aiming for, taken from your Profile |
| Target IRR | The return you would need to achieve to reach that goal within the period selected |
| YTD return | How the year is going so far, from 1 January to today |
Worth being clear about the third one, because the name invites a misreading. Target IRR is not what your portfolio has returned. It is what it would have to return to get you where you said you wanted to go. If it climbs, it is usually telling you that time is passing without the goal moving closer, and the levers to bring it down live in your Profile: the goal itself, the date, or your regular contributions.
The assets table
One row per position:
| Column | What it is |
|---|---|
| Asset | The position |
| Current price | What it trades at now |
| Investment | What you put in, in the currency the asset trades in |
| Profits | What it has gained or lost since, in that same currency |
| Current position | Investment plus or minus those profits |
| P/L (%) | The return, as a percentage |
On mobile the table shows Asset, Current position and P/L (%). Tap expand, top right, to see the rest of the columns.
This P/L is not the one on the Dividends screen
Here it measures price alone: what the asset has done since you bought it. The P/L on Dividends adds the dividends collected on top, so the same position will show two different figures on two screens. Both are right, and they answer different questions.
The price chart
The evolution of the price, with the current price and the high and low of whatever period you are looking at. The time horizon buttons change that period.
Two ways of choosing what it shows, and both are easy to miss.
Click any row of the table above and the chart switches to that asset’s performance. It is the quickest way to go from a number that looks odd to the price history behind it.
Or use the asset search, which pulls up the chart of anything, whether you own it or not. So you can follow something you are studying without having bought a single share of it.
The three pie charts
Your portfolio split three ways: by asset, by sector and by country.
It is the fastest way to find out you are more concentrated than you thought. Most people can name their biggest position; far fewer can name their biggest sector, and it is usually a bigger number than they expect.
Limit alerts
When you break one of the ceilings you set in your Profile, the screen tells you. If you said no single company should weigh more than 10% and one has reached 13%, that shows up here.
These are visual alerts: you see them when you come in.
The alert itself tells you exactly what has drifted, so you are not left hunting for it. From there you have two ways to go. One is Optimization, to simulate how you would rebalance the portfolio back inside your limits. The other is your Profile, to look again at the rule itself, because a limit you keep breaking is sometimes a limit that no longer matches how you invest.
A portfolio measured only against the market tells you how the market did. Measured against your own plan, it tells you how you are doing.
Ran into a problem with this section in the platform? Write to help@titanmanager.io and we will look into it.