{"id":673,"date":"2026-01-12T10:24:13","date_gmt":"2026-01-12T09:24:13","guid":{"rendered":"https:\/\/gold-portfolio.com\/?post_type=docs&#038;p=673"},"modified":"2026-01-28T12:07:50","modified_gmt":"2026-01-28T11:07:50","slug":"dashboard-overview","status":"publish","type":"docs","link":"https:\/\/gold-portfolio.com\/en\/dokumentation\/dashboard-uebersicht\/","title":{"rendered":"Dashboard overview"},"content":{"rendered":"<p><!-- weDocs: Portfolio verwalten > Dashboard-\u00dcbersicht --><\/p>\n<p class=\"intro\">The dashboard is your command center - here you can see at a glance how your precious metal portfolio is doing.<\/p>\n<h2>Dashboard elements<\/h2>\n<h3>Total value map<\/h3>\n<p>The most prominent ad shows:<\/p>\n<ul>\n<li><strong>Current total value<\/strong> - Your portfolio valued with live quotes<\/li>\n<li><strong>Change<\/strong> - Profit\/loss in the selected period<\/li>\n<li><strong>Percentage development<\/strong> - Performance in percent<\/li>\n<\/ul>\n<h3>Portfolio statistics<\/h3>\n<table style=\"width: 100%; border-collapse: collapse; margin: 20px 0;\">\n<tbody>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb; width: 40%;\"><strong>Total weight<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">Sum of all precious metals in grams<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\"><strong>Positions<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">Number of different products<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\"><strong>Transactions<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">Total number of all purchases\/sales<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Portfolio distribution (donut chart)<\/h3>\n<p>Shows visually how your portfolio is distributed across the various metals:<\/p>\n<ul>\n<li>\ud83e\udd47 <strong>Gold<\/strong> - Percentage share of total value<\/li>\n<li>\ud83e\udd48 <strong>silver<\/strong> - Percentage share of total value<\/li>\n<li>\u2b1c <strong>Platinum<\/strong> - Percentage share of total value<\/li>\n<li>\ud83d\udd37 <strong>Palladium<\/strong> - Percentage share of total value<\/li>\n<\/ul>\n<h3>Live courses<\/h3>\n<p>Current spot prices of all precious metals:<\/p>\n<ul>\n<li>Price per ounce and per gram<\/li>\n<li>Daily change in percent<\/li>\n<li>Automatic update<\/li>\n<\/ul>\n<h3>Latest activities<\/h3>\n<p>Shows your last transactions chronologically:<\/p>\n<ul>\n<li>Date and time<\/li>\n<li>Transaction type (purchase\/sale)<\/li>\n<li>Metal and weight<\/li>\n<li>Amount<\/li>\n<\/ul>\n<h2>Select period<\/h2>\n<p>You can change the viewing period at the top right:<\/p>\n<table style=\"width: 100%; border-collapse: collapse; margin: 20px 0;\">\n<thead>\n<tr style=\"background: #f8f9fa;\">\n<th style=\"padding: 12px; text-align: left; border-bottom: 2px solid #e5e7eb;\">Period<\/th>\n<th style=\"padding: 12px; text-align: left; border-bottom: 2px solid #e5e7eb;\">Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\"><strong>Today<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">Today's changes only<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\"><strong>1 week<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">Last 7 days<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\"><strong>1 month<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">Last 30 days (default)<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\"><strong>3 months<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">Last quarter<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\"><strong>6 months<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">Last half year<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\"><strong>1 year<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">Last 12 months<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\"><strong>Total<\/strong><\/td>\n<td style=\"padding: 12px; border-bottom: 1px solid #e5e7eb;\">All transactions since inception<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Navigation<\/h2>\n<p>You can access all areas via the sidebar on the left:<\/p>\n<ul>\n<li><strong>Dashboard<\/strong> - Overview (current page)<\/li>\n<li><strong>Inventory<\/strong> - Detailed inventory listing<\/li>\n<li><strong>Activities<\/strong> - All transactions<\/li>\n<li><strong>Products<\/strong> - Manage product catalog<\/li>\n<li><strong>Storage locations<\/strong> - Manage locations<\/li>\n<li><strong>Charts<\/strong> - Advanced visualizations<\/li>\n<li><strong>Export<\/strong> - Export data<\/li>\n<li><strong>Settings<\/strong> - Personal preferences<\/li>\n<\/ul>\n<h2>Auto-Refresh<\/h2>\n<p>The dashboard updates automatically when new course data is available. You always see the current status - without manual reloading.<\/p>\n<div class=\"info-box\" style=\"background: #f0f9ff; border-left: 4px solid #3b82f6; padding: 15px 20px; margin: 20px 0; border-radius: 0 8px 8px 0;\"><strong>\ud83d\udca1 Tip:<\/strong><br \/>\nThe update frequency depends on your subscription. Premium users receive more frequent updates.<\/div>","protected":false},"excerpt":{"rendered":"<p>Das Dashboard ist deine Kommandozentrale \u2013 hier siehst du auf einen Blick, wie es um dein Edelmetall-Portfolio steht. Dashboard-Elemente Gesamtwert-Karte Die prominenteste Anzeige zeigt: Aktueller Gesamtwert \u2013 Dein Portfolio bewertet mit Live-Kursen Ver\u00e4nderung \u2013 Gewinn\/Verlust im gew\u00e4hlten Zeitraum Prozentuale Entwicklung \u2013 Performance in Prozent Portfolio-Statistiken Gesamtgewicht Summe aller Edelmetalle in Gramm Positionen Anzahl verschiedener Produkte [&hellip;]<\/p>\n","protected":false},"featured_media":0,"parent":0,"menu_order":4,"comment_status":"open","ping_status":"closed","template":"","meta":{"pmpro_default_level":""},"docs_category":[11],"class_list":["post-673","docs","type-docs","status-publish","hentry","docs_category-portfolio-verwalten","pmpro-has-access"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/docs\/673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/comments?post=673"}],"wp:attachment":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/media?parent=673"}],"wp:term":[{"taxonomy":"docs_category","embeddable":true,"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/docs_category?post=673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}