Understanding your Dashboard
Written by Nathan Kondra
Updated at May 22nd, 2025
Your Dashboard reports tells you how your account has performed. It can help you assess your progress toward meeting your investment goals.
Performance is displayed using charts. "Gains" represent a changes in dollar value. Rate of Return is the percentage return using money weighted calculation. Contributions is a summary of deposits and withdrawals. Fees are the total fees debited from the account.
Please contact us if you have questions about your Dashboard.
