The Home screen is your portfolio dashboard. It gives you a fast snapshot of value, performance, income, and what’s moving, all based on the time range you select.
What you’ll see on the Home screen
Top bar
At the top of the screen you will see:
Menu (☰): opens the main menu (including switching portfolios).
Notifications (bell): opens your notifications list. A red dot means you have unread notifications.
Time range selector
The time range chips control the numbers shown across the Home screen, including:
Portfolio value and headline figures
Performance summary tiles
All charts
Top performers
You may see a mix of short and long timeframes, such as:
ALL, 1D, 7D, 30D, YTD
Month shortcuts (for example JAN, FEB)
Longer ranges (for example 3M, 6M, 1Y, 2Y, 3Y, 5Y, 10Y, 20Y)
Financial year ranges (for example FY25, FY26) if available on your portfolio
Tip: If something looks unexpected, check the time range first. Everything on this screen recalculates based on your selection.
Portfolio name and total value
Below the time range selector you will see:
Your Portfolio name (for example “MAIN”)
Your Total portfolio value in your portfolio’s base currency
Performance summary tiles
These tiles break your performance into key components for the selected time range:
Total Return: your overall return for the period (capital gain/loss plus income).
Capital Gain: the price-based gain or loss component.
Income: dividends and distributions recorded in the period.
Currency Gain: the impact of FX movement on non-base-currency assets.
Abbreviated values on mobile
Because of screen space, values may be shortened (for example $1M or $908K).
If you need more detail, refer to the dollar-based charts below.
Charts carousel
Below the tiles is a swipeable set of charts. Swipe left to move through all 3 charts.
Chart 1: Total Return %
This chart shows your portfolio return percentage for the selected time range.
If you see a benchmark line, you can compare your portfolio against it.
To add or change the benchmark, tap the pencil (✎) next to the benchmark name.
A benchmark can be added on this first chart only.
Chart 2: Portfolio return ($)
Swipe left to see your portfolio return shown in dollars for the selected time range.
Chart 3: Portfolio value ($)
Swipe left again to see your total portfolio value over time.
Share a chart
Tap the share icon on the chart card to share a snapshot using your phone’s share options.
Top performers
Scroll down to see Top 3 Performers – [time range] (for example Top 3 Performers – ALL).
This section highlights the three holdings that contributed the most performance for the selected time range, so you can quickly see what’s driving returns.
Notifications
Open notifications
Tap the bell icon to open Notifications.
Notifications appear in a slide-up panel and may include items like Dividend Added, showing:
The holding code (for example BEN:ASX)
The update type (for example Dividend Added)
The Amount
The Payment date
When it happened (for example “a day ago”)
Clear notifications
You can manage notifications using:
Dismiss All: clears all notifications from the list
X on an item: dismisses a single notification
Note: Dismissing a notification clears the alert. It does not edit or remove your underlying dividend/trade data.
Bottom navigation
Use the bottom tabs to move around the app:
HOME: your dashboard (this screen)
HOLDINGS: view your holdings and open a holding for details
FEED: recent portfolio activity
NAVEXA AI: ask questions about your portfolio and get analysis
Common questions
“Why don’t my numbers match my broker?”
Brokers often calculate performance differently (and may exclude income, cash flows, FX impacts, or use different methodologies).
“My return looks wrong”
Most issues come down to:
The wrong time range selected
Missing or duplicated trades
Missing dividends/distributions
A holding that needs attention
See Fix ‘Holdings Need Attention’ Alerts for the web browser version.