How do I customize the dashboard - add, remove and rearrange the charts?

1. How do I keep only the charts that I want to see on the dashboard and remove the rest?

Click on the Settings icon on the Net Worth chart and uncheck the charts that you don’t want to show.

You may also click on the 3-dots of a specific chart and remove it.

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2. How do I rearrange the charts?

Click on the 3-dots of a chart > Rearrange > drag to rearrange the charts > Click outside when you are done

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3. How can I add charts other than suggested by default on the dashboard?

Go to Recap > there’s a chart icon on every row on the report. Click on it > See if the charts are interesting and if you want to have them on the dashboard > Click on Add to dashboard > select the chart you want to add.

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4. I don’t want the Investable line chart to be along with the net worth chart. Can it be added separately?

1. Click on the Settings icon > Net worth chart > Uncheck ‘Investable Assets’. 

2. Go to Recap > Select ‘Investable Assets’ > Click on the chart icon on the top row > Click on ‘Add to Dashboard’ > Select ‘Line Chart’

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5. How do I add a line chart showing the growth of my Stocks?

Go to Recap > Select ‘Stocks x Sector’ > Click on the chart icon on the top row > Click on ‘Add to Dashboard’ > Select ‘Line Chart’

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6. Can I see a line chart for a sheet in assets?

Yes. Go to Recap > Select ‘Sheets & Sections’ > Click on the chart icon on the left side of the sheet you want the line chart for > Click on ‘Add to Dashboard’ > Select ‘Line Chart’ from the drop down.