---
title: Read your dashboard
description: A short walkthrough of the six cards on your Family Office Dashboard, in the order worth reading them.
icon: compass
page_type: guide
related:
  - features/dashboard
  - features/getting-around
tags:
  - dashboard
  - net worth
  - performance
  - allocation
---

> **For AI agents:** the complete documentation index is at [llms.txt](https://annise-external.jamdesk.app/llms.txt). Append `.md` to any page URL for its markdown version.

import { GlossaryRef } from '/snippets/components.mdx';

Your Dashboard packs a lot onto one screen. Read it in this order and it tells a story: what you have, how it moved, what's coming, and whether it's arranged the way you intended.

## Steps

<Steps>
  <Step title="Start with Net Worth">
    Top left. **Assets** minus what you owe in **Liabilities** is your <GlossaryRef term="Net Worth" />.

    Below that, the split that usually matters most: **Investments Assets** is the investable portion, **Family Assets** is everything else you own, and **Cash & Equivalents** is what's liquid right now.
  </Step>

  <Step title="Check how it moved">
    The **Performance** card, top middle. Choose your period from the first dropdown — **Yesterday/Last Close** for the overnight move, **Year to Date** for the year so far, **Since Inception** for the whole history.

    Then choose how the return is measured. **Simple Return** is the plain change in value. **Total Return (TWR)** strips out the effect of money you moved in or out, which is the fairer measure of how your investments themselves performed.
  </Step>

  <Step title="Look ahead at cash">
    The **Estimated Cash Flow** card, top right. By default it projects the **Next Twelve Months**.

    Scan for the two lines that create surprises: **Capital Calls & Asset Maturities**, which is money you may be called on to provide, and **Income Tax**.
  </Step>

  <Step title="Check your allocation">
    Bottom left. **Goal** is where you meant to be, **Actual** is where you are, and **Drift** is the gap.

    A large drift is the signal to rebalance. If you've never set goals, use the **⋮** menu → **Reset Goals** to start from where you actually are, then adjust.
  </Step>

  <Step title="Compare against the market">
    The **Benchmark** card, bottom middle. **Alpha** is the number to read — positive means you beat your benchmark over the selected period, negative means you trailed it.

    If the card is empty, you haven't chosen benchmarks yet. Use the **⋮** menu to set them.
  </Step>

  <Step title="Confirm your setup">
    Bottom right, **Family Office Details**. Worth a glance the first time: your **Default Currency** and **Domicile State** shape figures across the whole app, and Domicile State drives your tax estimates.
  </Step>
</Steps>

## Related

<Columns cols={2}>
  <Card title="Dashboard" icon="house" href="/features/dashboard">
    Every field on every card, explained.
  </Card>
  <Card title="Glossary" icon="book" href="/reference/glossary">
    Look up any term you hit.
  </Card>
</Columns>