Read your dashboard and hide your balances

What you see

From top to bottom: Portfolio at a glance (only when your plan includes the portfolio), Today for you, and Your features.

Portfolio at a glance starts with your Net portfolio value and a Realized profit and loss tile, then a Profitability card and an Allocation card. Allocation has one row for each company, with its Price, Market value, Cost basis, Unrealized profit and loss and Weight, its share of your total value. Total rows at the foot show Holdings value, Cash and, when you hold dollars, Cash (USD). A position with no price, or held in another currency, comes after the others with its reason, and a line under the totals counts the positions left out. If no brokerage account has synced yet but you have imported a statement, a Live view tile says Not synced and the card lists your statement holdings, marked by cost basis.

Your features has one tile for each feature you hold. Free features are held by everyone, so their tiles are always there; a plan adds its own. Tiles follow the groups of the menu, seven to a group, with Show more for the rest. Each tile carries a source and a date, written as the source, then "As of" and the date. An empty tile says "Nothing recorded yet." and a chip such as Overdue, Failed or Due soon points at what needs a look. With nothing held at all the page says "No features yet" and offers Browse features.

Today for you

This card lists what changed since your last session for what you hold or watch: price moves, filings, corporate actions, payouts, price alerts that fired, patterns, a change of the CBU policy rate and the tax declaration deadline. Each line says why it is there ("You hold this", "On your watchlist" or "Market-wide") with its source and date. Twelve lines show; the rest are counted as "not shown".

What you see depends on your plan:

• Items about securities you hold need the portfolio (an Essentials tool).
• Items about securities you only watch need watchlists. A filing of an issuer you only watch also needs Premium.
• A price alert that fired needs price alerts. Patterns on a share need Premium.
• The policy rate and the tax deadline need nothing.

When nothing is new the card says "Nothing new for what you hold or watch since" the date. To get it as a message every evening, open Settings, then Notifications, and switch on Today for you. It is off by default, arrives at 18:30 Tashkent time, only when something is new, in the app and in Telegram, not by email.

Hide balances

The eye button in the top bar (from tablet width) is Hide balances; on a phone it is a row in the menu under your avatar. It hides the amounts and quantities of your own Finmind account: balances, cash, the value and quantity of holdings, cost, profit and loss, trades, budgets, debts, tax and net worth. The figure is not in the page at all: a fixed mask of dots takes its place, and a screen reader says "Hidden". Your percentages and every market figure stay visible, and a dash with its reason is never masked.

The choice is kept in this browser only, not on your Finmind account, and other tabs of the same browser follow it. Choose Show balances to bring the amounts back.

Source: the Dashboard, the Today for you card and the display settings, read on 14 November 2026.