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Dashboard Navigation
Let's look at the dashboard components and how best to use.
Dashboard Navigation
Asset Choices
Timing & Execution
Mind Clarity
General Information
Account Profile, Plan, and Billing
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Dashboard Navigation
Asset Choices
Timing & Execution
Mind Clarity
General Information
Account Profile, Plan, and Billing
Dashboard Layout and Definitions
Performance metrics - updated in near real-time while the market is open. This helps gauge how the portfolio performs against the most common benchmarks. Note the time-stamp in brackets below - th...