Configures the portfolio-level headline, subtitle, and tertiary line -- or, when a class is selected above, that class's headline.
Overrides which chart renders on the portfolio graph. Leave "Auto" to use the calculator's recommended type.
Configures the up to 4 template lines shown on each share class's equity card, selected via the view switcher above.
Overrides for the Ownership Metrics row. Leave a field blank to use the default (matches current behavior).
Click a column on the left to add it. Edit labels or remove columns on the right. Saves on its own, not with Review Changes.
For clients with mixed share- and dollar-denominated classes (e.g. LLC/partnership tax-basis tracking alongside share classes). Adds Ownership % and Tax Basis columns, and uses each class's calculator value instead of shares × price.
Review the changes below. Publishing will update what all shareholders see on their dashboard.
All available template variables. Values shown are for the currently selected shareholder.