> For the complete documentation index, see [llms.txt](https://docs.sterlinglabs.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sterlinglabs.co/portfolio/overview.md). # The Overview page The Overview is one column: the KPI strip, the chart block, and a card holding the **Positions**, **Trade Log**, and **Activity** tables. This page covers the strip and Positions. Charts and the other two tables have their own pages. Every figure is computed by Sterling and shown as computed. A dash means the figure is unknown or withheld, never zero. Hover over a dash for the reason. ## The KPI strip Scroll the strip sideways on a narrow screen. Tiles appear in this order. | Tile | What it measures | | ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Value** | Your positions at live prices plus cash. Where a holding cannot be priced live, the broker's reported figure fills in. | | **Open-position return** | Unrealized gain or loss on the positions you hold now, divided by their cost. Gains already realized on closed positions are excluded, so selling a position at a profit and reinvesting the proceeds resets this to zero for the new position. | | **Current winner** | Today's best-performing holding by percentage change from the previous close. On a down day the winner can be negative. | | **Current loser** | Today's worst-performing holding by the same measure. | | **Best All Time** | The highest level the open-position return has reached since Sterling began tracking the book. | | **Max Drawdown** | The largest fall from a peak to a subsequent trough in the tracked value of the book, shown as a positive number. 14.7 means a 14.7% drawdown. | | **Sharpe** | The trailing one-year Sharpe ratio of the book's daily values: return per unit of volatility. | | **Net exposure** | Long market value minus short market value, as a percentage of account value. Cash is not counted. | | **Gross exposure** | Long plus short market value, as a percentage of account value. Above 100% means the book's market exposure exceeds its value. That is not by itself evidence of borrowing. | The strip reflects the regular trading session only. After-hours prints do not move the tiles; after the close, each tile holds its last regular-session value. **When tiles show dashes.** Sterling withholds a total rather than publish a partial one. Tiles go blank when a holding has neither a live price nor a broker figure, when the account holds cash in a currency other than U.S. dollars, when an option's contract size is unknown, when an account has not finished its first sync, or when the book is too young for a statistic to mean anything. Sharpe and the other risk figures need at least ten days of history. ## Positions Above the table, two pills summarize the book: **Weight**, the share of account value that is invested, and **Cash**, the share held as cash with its dollar amount. Both are signed and can exceed 100%: a margin account can read 120% invested and −20% cash. When you have charted some rows, the header switches to the count of charted rows and their combined weight, and the Cash pill hides. ### Columns | Column | Meaning | | ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Symbol** | Ticker and company name. Cash shows as its currency, for example USD. | | **Quantity** | Shares or contracts held. | | **Valuation price** | The live price used to mark the position. Hover for the age of the price and its timestamp. When no live price is available, a dash appears and the market value and unrealized P\&L fall back to your broker's figures. | | **Market value** | Quantity times valuation price. | | **Today's position move** | The estimated move on your current shares since the previous close, or since your cost if you opened the position today, in dollars and percent. It does not follow each intraday trade and excludes realized P\&L. | | **Unrealized P\&L** | Gain or loss on the position at the valuation price, in dollars, with the percentage as a badge. | | **Weight** | The position's share of the book's live value. | | **Sector** | The company's sector. | | **Broker** | Which connected brokerage holds it. | | **IRR** | The position's annualized internal rate of return. A dash with a reason appears when the holding period is too short or the entry history is incomplete. | | **Avg cost** | Your average cost per share, replayed from your trade history where Sterling has it, otherwise your broker's figure. A dash with a reason appears when the buy history is incomplete. | Columns sort. The footer pages the table at 10, 25, or 50 rows. ### Charting a position Select a row, or focus it and press Space or Enter, to add it to the positions chart. Cash rows cannot be charted; the message **Cash can't be charted as a position** explains. See [Charts](/portfolio/charts.md). ### What is priced live U.S. stocks and ETFs are marked from Sterling's one-minute market data during the session. Options, crypto, futures, and holdings in other currencies keep the figures your broker last reported: correct as of the last sync, but not live. Cash appears as one row per currency. --- # Agent Instructions This documentation is published with GitBook. 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