➡️Dashboard Setup

The first settings group — Dashboard Position — controls the overall look and placement of the table.

Setting	Description
Show Portfolio Table?	Toggle the entire dashboard on or off.
Size	Adjust text size: Tiny, Small, Medium, Large, Huge, or Auto.
Position	Choose where the table appears on your chart (e.g., Bottom Right, Top Left, Middle Center, etc.).
Show minimum columns?	When enabled, the dashboard shows a compact view with fewer columns. When disabled, you get the full detailed view.
Show target info?	Toggles the target price columns on and off.

Tip: If your chart feels cluttered, try Bottom Right with Small text and Show minimum columns enabled for a clean, compact layout.

---

Adding Assets to Your Portfolio

EZ Portfolio Tracker supports up to 20 tickers. Each ticker has its own settings group (Ticker #1 through Ticker #20).

For each ticker, configure the following:

Field	What to Enter
Show Ticker?	Enable or disable this slot. Tickers #1–3 are enabled by default; #4–20 are disabled by default.
Symbol	Click the symbol input and search for any asset (stocks, crypto, forex, commodities, indices). Example: BINANCE:BTCUSDT, NASDAQ:AAPL, FX:EURUSD.
# of Shares/Coins	Enter the quantity you hold. For crypto, this can be a decimal (e.g., 0.5 BTC). For stocks, enter the number of shares.
Price (Entry Price)	Enter the price at which you bought or entered the position.
Target Price	Enter your target exit price. This is used for target tracking and target-based alerts.

Example Setup

Say you bought 0.25 BTC at $60,000 with a target of $100,000:

• Symbol: BINANCE:BTCUSDT

• # of Shares/Coins: 0.25

• Price: 60000

• Target Price: 100000

Repeat this process for each asset in your portfolio.

---

Understanding the Dashboard Columns

Full View (Show minimum columns = OFF)

Column	Description
Asset	The ticker symbol, cleaned up for readability (exchange prefixes and common quote currencies like USD/USDT are stripped).
Order Size	The number of shares or coins you entered.
Entry Price	Your purchase price.
Invested $	Total amount invested in this asset (Entry Price × Order Size).
Port %	What percentage of your total portfolio this asset represents by current value.
PnL Weight	How much this asset contributes to your overall portfolio profit or loss.
Value $	Current market value of your holdings (Current Price × Order Size).
PnL $	Dollar profit or loss on this position.
PnL %	Percentage gain or loss from your entry price.
Today %	Today's percentage price change (compared to yesterday's close).
Last Price	The asset's current/last traded price.
RSI	The 14-period RSI value for the asset. Color-coded: green when above 70 (overbought), red when below 30 (oversold).

Compact View (Show minimum columns = ON)

When minimum columns is enabled, the dashboard shows a streamlined set of columns:

Asset → Entry Price → PnL % → Today → Last Price

This is ideal for quick at-a-glance monitoring without chart clutter.

---

Customizing the Dashboard Appearance

Under the Customize Dashboard 🎨 settings group, you can personalize the color scheme:

Setting	What It Controls
Title / Title Text	Background and text color of the header row.
Row BG / Row Text	Default background and text color for data rows.
Target Columns	Background color for all target-related columns.
Winning	Background color for positions that are in profit (green by default).
Losing	Background color for positions that are at a loss (red by default).

Tip: If you use a light-colored chart, consider adjusting the row background to a lighter shade for better contrast.

---

Display Modes: Minimum vs. Full View

Minimum View

Best for traders who want a quick snapshot. Shows only the essential columns: asset name, entry price, PnL %, today's change, and last price. The portfolio summary footer is also simplified.

Full View

Best for portfolio managers who want complete visibility. Includes invested amount, current value, dollar P&L, portfolio weight, PnL weight, and RSI for each asset.

Toggle between them at any time using the Show minimum columns? checkbox in Dashboard Position settings.

---

Target Price Tracking

Enable Show target info? in the Dashboard Position settings to add four additional columns:

Column	Description
Target Price	The price you set as your exit target.
Target Value $	What your holdings would be worth at the target price.
Target PnL $	The dollar profit you'd make if the target is hit.
Target X	The multiplier from your entry to target (e.g., 1.67x means a 67% gain).

The portfolio footer also expands to show:

• % Done — How far your current portfolio value is toward the total target value.

• Target Value $ — Combined target value of all positions.

• Target PnL $ — Combined target profit.

• Target PnL % — Combined target percentage gain.