Configure Dashboard Metrics
Available Metrics
Selected Metrics
0/12
Benchmarks
SPY - S&P 500 ETF
QQQ - Nasdaq 100 ETF
IWM - Russell 2000 ETF
Actions
Create Report
Add Widget
Save
Tightent Up
Load Layout
Configure Metrics
Create New Report
Report Name
Template
Blank Report
Funds Report
Stocks Report
View Historical Data
Current
Month End
Quarter End
Apply
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Configure Header Metrics
Available Metrics
Selected Metrics (max 12)
Choose Widget
Chart (Column, Bar, Pie)
Stockchart
AG-Grid Table
Custom Widget
Single Field Tile
Similar Securities
Purchase Info
Description
Cohort
Widget Type
Charts
Stocks
Table
Metric
Similar
Purchase
Description
Custom
Cohort
Widget Title
Enable Rolling Returns
Number of Years
Last 5 Years
Last 10 Years
Last 15 Years
Last 20 Years
Select Metric
Custom Widget Name
Data Node
Top Ten
Asset Class
Region
Sector
Sector Bond
Market Cap
Countries
Chart Type
Column
Bar
Pie
Table
Additional Settings
Hide Title
Remove Border
Header Size
XXL
XL
LG
MD
SM
XS
Regular
Alignment
Left
Center
Right
Background Color
Saved Layouts
New Dashboard
Dashboard Name
Template
Blank Dashboard
Funds Report
Stocks Report
Select Report