So your investments are in Rask and you want to know how they’re performing? The Portfolio dashboard provides a consolidated view of your wealth across all your connected accounts.
Key Performance Metrics
- Total Value: The current market value of all your holdings combined.
- Total P/L: Your total profit or loss, including capital gains and (where available) dividends.
- YTD Income: A summary of the dividends and distributions you’ve received in the current financial year.
Analysing your holdings
The Holdings table provides a deep dive into every asset you own:
- Quantity & Price: See exactly how many units you hold and their current market price.
- Weight: Understand what percentage of your total portfolio each asset represents. This is key for managing risk.
- Market Links: Click on any ticker (like “VAS” or “AAPL”) to jump to the Markets page for deep research and AI insights.
Visualising your strategy
- Value Chart: Track your portfolio’s growth over time. You can filter this by 1 month, 1 year, or “All Time.”
- Asset Allocation: The pie chart shows your distribution across different asset classes (e.g., Australian Shares, US Shares, Cash). This helps you ensure you’re not “over-concentrated” in one area.
Managing multiple portfolios
If you have different accounts (e.g., a personal account, a joint account, and an SMSF):
- Use the Portfolio Selector at the top of the page to switch between them.
- Click Add Portfolio if you want to connect a new service or start a manual tracking list.
Keeping data fresh
- Sync Status: Look for the “Synced” badge next to your portfolio name.
- Manual Refresh: If you’ve just made a trade in your brokerage app, click the Refresh button to trigger an update in Rask.