Start with total value
Total value combines holdings and cash in your selected display currency. If this differs strongly from your broker, check missing transactions, currency, price, and cash entries first.
Understand the portfolio overview
Read value, cost, return, sectors, allocation, day change, benchmark, and portfolio health correctly.
Use allocation views
Sector and allocation charts show where portfolio risk is concentrated. A high weight in one sector or ticker can make the portfolio more fragile than the total number of holdings suggests.
Compare over time
Performance and benchmark views are most useful after transactions and cash movements are entered with correct dates. The more complete the history, the more useful the comparison.
Next step
Open portfolios
Use this guide inside AKSJENET
Open the relevant portfolio area, make one focused change, then return to this guide if anything looks unclear.