Dashboard & Analytics
Your VitalHops dashboard provides a comprehensive overview of your entire portfolio with real-time valuations, analytics, and actionable insights.
Portfolio Overview
The main dashboard displays:
- Total Portfolio Value — The combined current value of all your assets
- Profit/Loss — Comparison of current values against invested amounts, with percentage change
- Asset Count — Total number of assets across all categories
- Quick Statistics — Key metrics at a glance
Portfolio Breakdown
By Category
A pie chart showing the distribution of your assets across categories:
- Immovable (Properties, Land)
- Physical (Vehicles, Jewelry, Watches)
- Digital (Crypto, E-Wallets)
- Financial (Banks, Insurance, Mutual Funds, Stocks)
- Business entities
- Liabilities
By Value
Bar charts comparing the relative value of your assets, making it easy to see where your wealth is concentrated.
Portfolio Trends
Area charts showing how your portfolio value has changed over the past 6 months, helping you track growth and identify trends.
Health Metrics
VitalHops calculates several health scores for your portfolio:
Diversification Score
Measures how well-spread your assets are across different categories. A higher score indicates better diversification and reduced risk.
Debt-to-Asset Ratio
Compares your total liabilities against your total assets. A lower ratio indicates healthier finances.
Insurance Coverage
Evaluates whether you have adequate insurance relative to your asset base.
Nominee Coverage
Shows the percentage of your assets that have nominees assigned. Aim for 100% coverage to ensure all assets are accounted for.
Specialized Dashboards
Property Portfolio
A focused view of your real estate holdings including:
- Total property value
- Property count by type
- Appreciation tracking
Vehicle Portfolio
Overview of your vehicle collection:
- Total vehicle value
- Depreciation tracking
- Vehicle count and categories
Unified Portfolio
A consolidated view of all assets in one place with filtering and sorting options.
Real-Time Updates
Dashboard values update automatically based on:
- Market price feeds for stocks, crypto, and precious metals
- Manual value updates for physical assets
- Loan balance changes as EMIs are paid
Using the Dashboard
- Click on any chart segment to drill down into that category
- Use the sidebar navigation to jump to specific asset types
- Check the health metrics regularly to identify areas needing attention
- Review nominee coverage to ensure no assets are left unassigned