The home screen — your Portfolio overview — pulls together total value, return breakdown, performance chart, allocation and top performers for the portfolio you're viewing.
Getting Around
A floating pill at the bottom has four icons: Portfolio (the home screen), Holdings, Notifications and a menu button. The menu button opens a navigation card grouped into sections:
Portfolio — Portfolio, Holdings, Transactions
Reports — Performance, Tax Reporting
Tools — Navexa AI, Notifications, Connected Accounts, Custom Groups, Settings, Support
Resources — The Benchmark, Stock Genius, Blog, Help Center
The card also has a portfolio selector at the top and a Log out option at the bottom.
A floating Navexa AI button sits above the pill on the overview — tap it to open the AI assistant.
Switching Portfolios
Tap the portfolio name in the header.
Pick a portfolio from the list that slides up.
A read-only shared portfolio shows a small lock icon next to its name.
Portfolio Value Header
The Portfolio Value label sits above your total value in large type, with a coloured percentage pill showing total return. Annualised returns show a p.a marker. This header is display-only — to plot a metric on the chart, tap one of the return tiles below it.
Return Tiles
Four tappable tiles sit under the value:
TOTAL RETURN
CAPITAL GAIN
DIVIDENDS
CURRENCY
Each shows a dollar figure and a percentage pill. Tapping a tile plots that metric on the chart; the selected tile gets a coloured top edge.
Performance Chart
The chart has an Amount / Percent toggle:
Amount plots dollar value over time.
Percent plots percentage return, and can show a benchmark line.
Touch and drag to scrub through time — the header value and tiles update to match. Use the date control at the top to change the period.
Allocation and Top Performers
Scroll down for:
Allocation chart — how your value splits across holdings.
Top Gainers and Top Losers — up to three holdings each, ranked by capital gain. Tap a row to open the holding.
Upcoming Dividends and Recent Dividends — estimated dividends still to come, and recently paid ones.
An empty portfolio prompts you to add your first holding (or view a demo portfolio, if available).
Tip: Pull down to refresh, or tap the + in the header to add a holding.