The dashboard is the first page you see when you sign in. It sums up your wealth in three indicators, a trend chart, and a shortcut to your main accounts.
The three KPIs at the top
- Net worth — your assets minus your liabilities, in your primary currency.
- Total assets — the sum of everything you own (accounts, real estate, alternatives).
- Total liabilities — your credit cards, mortgages, and other debt.
Want to check your accounts now? Open my accounts.
The trend chart
The main chart shows your net worth (or gross, via a toggle) over time. Six ranges: 1M, 3M, 6M, 1Y, 3Y, All. A badge below the title shows the change between the first and last point (in absolute value and %).
Your accounts at a glance
Below the chart, a My Accounts card shows the 4 highest-balance accounts, sorted largest to smallest. Each row is clickable and opens the account detail. For the full list, use the sidebar.
Keeping your numbers fresh
For a dashboard that stays useful over time:
- Pick a cadence you can stick to (typically once a month, e.g. the 1st). Atlas reminds you when an account has been silent for more than 30 days.
- Don't skip any account, even the small ones — a balance near zero is better than a missing data point.
- If a number looks off, click the KPI: Atlas takes you to the source.