Insights: Portfolio Overview

The Portfolio Overview tab on the Insights dashboard provides a portfolio-level view of balances, payments, and account activity.

At a glance

• View total fund balance, active accounts, average payment value, and payment success rate
• Compare each metric with the previous period using change indicators

For more information, see Metrics​ and Change indicators.

Balance and activity

• Track fund balances over time
• Analyse cash inflows and outflows
• Monitor currency exposure across your portfolio
• View fund distribution by currency and account type

For more information, see Fund balance trends chart and Fund allocation pie chart.

Payments

• Review payment value and volume over time
• Analyse payments by payment band
• Monitor payment activity across selected currencies

For more information, see Payment chart.

Top TPAs

• Identify which TPAs hold the largest share of delegated funds
• Compare fund balances, account distribution, and recent runway performance

For more information, see Top TPA chart.

Account runway

• Identify accounts with the shortest and longest projected runway
• Use runway as a directional signal for funding and liquidity planning

For more information, see Runway table.