Your Dashboard is the central hub of the CUSP app — it’s where you can see your portfolio at a glance, track your progress, and stay updated on markets and news that matter to you.
Here’s a breakdown of the key features:
1. Total portfolio overview.
At the top of your Dashboard, you’ll see:
Total portfolio value (real-time balance).
Daily, weekly, monthly, and all-time performance.
Gains/losses shown in both $ and % terms.
2. Investment goals
Set personal wealth goals (e.g., $800,000 in 10 years).
See your progress bar toward the goal.
Get guidance on monthly contributions needed to stay on track.
Option to set up auto-deposits for convenience.
3. Portfolio insights
Breakdown by asset type (stocks, ETFs, cash).
Performance history with different time ranges (1D, 1W, 1M, 6M, YTD, 1Y, All).
Top gainers and losers in your holdings.
Annual dividend income tracker with upcoming payouts.
4. Watchlists
Access your personal Watchlists from the Dashboard.
Keep an eye on stocks or ETFs you’re monitoring.
Create up to 5 custom lists, add or remove assets anytime.
5. News & market updates
Curated news summaries relevant to your portfolio.
Quick highlights of how major events (e.g., earnings reports, inflation data) affect your investments.
Integrated with your portfolio so you see what’s moving your holdings, not just the markets.
6. Onboarding progress (for new users)
If you’re just getting started, the Dashboard also helps you complete key steps:
Account creation
KYC verification status
First deposit reminders
Unlocking your Tailored Portfolio after completing the risk questionnaire
7. Extra features
Refer & earn: Invite friends and join referral campaigns directly from the Dashboard.
Portfolio evaluation tips: Suggestions on improving diversification or reducing risk exposure.