Understanding the dashboard

The Foliostone dashboard is your financial command center. It gives you an instant overview of your total wealth and how it evolves over time.

At the top, you will see your total net worth — the sum of all assets minus liabilities across all entities. Below that, key performance indicators (KPIs) show your monthly change, year-to-date performance, and asset allocation breakdown.

The allocation chart visualizes how your wealth is distributed across asset types (real estate, financial instruments, crypto, cash, etc.). This helps you spot concentration risks and rebalancing opportunities.

The performance chart tracks your total wealth over time. You can switch between different time periods (1 month, 6 months, 1 year, all time) to understand trends.

The dashboard also highlights recent transactions, upcoming events, and active alerts. Use it as your daily starting point to stay on top of your financial situation.