Insights: Portfolio Overview

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

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You can adjust the display currency, time range, and included currencies. For more information, see Customising data display .

At a glance

• View total fund balances, active accounts, average payment value, and payment success rate.
• Compare performance to the previous period using change indicators.

For more information, see Portfolio overview and Change indicators.

Balance and activity

• Track fund balances over time and analyse cash inflows and outflows.
• Monitor currency exposure across your portfolio.
• See how funds are distributed 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.
• Break down activity by payment size bands to identify patterns.
• Monitor payment performance across selected currencies.

For more information, see Payment chart.

Account runway

• Identify accounts with the shortest and longest projected runway.
• Use runway as a directional signal for funding and risk review.

For more information, see Runway table.

Top TPAs

• See the TPAs holding the largest share of delegated funds.
• Compare balances, account distribution, and recent runway performance.

For more information, see Top TPA chart.