Overall Portfolio

What it means: A combined, "top-down" view of every asset you own across all linked sources, where identical assets are merged into a single total.

In plain terms: Your "Big Picture." Instead of checking five different places, you see one master list of what you actually own.

Example: If you have 1 BTC in a linked wallet and 0.5 BTC in a manually uploaded portfolio, the Overall Portfolio simply shows you have 1.5 BTC.

• Bonds: Assets are usually centralized in a single brokerage or held directly through a Treasury account.
• Equities: Holdings are typically concentrated in one or two brokerage accounts.
• Crypto: Holdings are often highly fragmented; merging data from various wallets and exchanges is essential for a true view.

How to use it: Use this as your primary dashboard to monitor your total net worth and ensure your asset allocation (e.g., "I want 10% in cash") is on track.