--- title: How to track portfolios on Asora description: This article explains everything how portfolios can be tracked via the Investment Dashboard. --- [Skip to content](https://service.asora.com/knowledge-base/track-portfolios#main-content) ![](https://service.asora.com/hs-fs/hubfs/Favicon-2.png?width=100&height=75&name=Favicon-2.png) - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Open main navigation Close main navigation - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Search the Asora Knowledge Base - There are no suggestions because the search field is empty. 1. [Asora Knowledge Base](https://service.asora.com/knowledge-base?hsLang=en) 2. [Performance Monitoring](https://service.asora.com/knowledge-base/performance-monitoring?hsLang=en) July 31, 2025 # How to track portfolios on Asora ## This article explains everything how portfolios can be tracked via the Investment Dashboard. The **Investments** dashboard in the **Views** section is our most data driven dashboard on the platform. Here you can view all of your accounts and portfolios you have created and analyse how they have been performing. Read [more about the investment dashboard in detail here](https://service.asora.com/knowledge-base/investment-dashboard-explained?hsLang=en). Portfolio/Account performance in value and % will be calculated only when account and asset performance is enabled from a particular date. Read about how you can [switch on account and asset performance here](https://service.asora.com/knowledge-base/enable-account-asset-performance?hsLang=en). The investment dashboard shows data based on the portfolio or account selected. The name of the portfolio/account being displayed can be seen on the top right corner of the investment dashboard. To select a different portfolio or account, click on the **portfolio selector**, which is the arrow next to the name of the portfolio/account currently being displayed. ![Portfolio selector](https://service.asora.com/hs-fs/hubfs/Portfolio%20selector.gif?width=688&height=387&name=Portfolio%20selector.gif) The investments overview table at the end of this page includes a list of all instruments included in the portfolio/account being viewed. These tables can be [customised by adding columns and filters](https://service.asora.com/knowledge-base/exporting-from-tables?hsLang=en) and [then saved](https://service.asora.com/knowledge-base/custom-table-views?hsLang=en) for quicker access during future usage of platform. The column selector available at the top right corner of the table can be used to add or remove columns. Columns such as value, gain, and performance (all available in local and viewing currencies) can be added to the table to view individual performance. - [Onboarding Guide](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#main-content) - [Getting Started](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#getting-started) - [People & Entities](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#people-entities) - [Accounts](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#accounts) - [Assets & Liabilities](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#assets-liabilities) - [Transactions](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#transactions) - [Reporting](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#reporting) - [Family Admin, Permissions, and Settings](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#family-admin-permissions-and-settings) - [Data Automation](https://service.asora.com/knowledge-base/data-automation?hsLang=en) - [Performance Monitoring](https://service.asora.com/knowledge-base/performance-monitoring?hsLang=en) - [Private Assets](https://service.asora.com/knowledge-base/private-assets?hsLang=en) - [Accounting](https://service.asora.com/knowledge-base/accounting?hsLang=en) - [Document Vault](https://service.asora.com/knowledge-base/document-vault?hsLang=en) - [Workflow & Alerts](https://service.asora.com/knowledge-base/workflow-alerts?hsLang=en) - [Mobile](https://service.asora.com/knowledge-base/mobile?hsLang=en) [![asora\_logo](https://service.asora.com/hs-fs/hubfs/asora_logo_dark.png?width=300&height=65&name=asora_logo_dark.png "asora_logo")](http://www.asora.com) 20 Hatch Street, Dublin 02, Dublin, Ireland [mailto:support@asora.com](mailto:support@asora.com) Copyright © 2025, Asora