Two numbers answer different questions

A 24-hour market estimate applies each asset's market move to today's holdings. Portfolio P&L asks how the tracked portfolio value changed after accounting for money that entered or left. The first is a market snapshot; the second needs history.

Deposits are not profit

If a portfolio rises from $1,000 to $1,600 after a $500 deposit, the economic gain is $100, not $600. Withdrawals work in the opposite direction. A performance engine must identify these external flows and value them near the time they occurred.

Coverage determines confidence

Some exchange permissions or provider APIs expose only balances, while transaction windows can be incomplete. When a flow cannot be imported or priced, the product marks coverage as partial instead of presenting an exact-looking but unsupported P&L.

Time-weighting matters

The Modified Dietz method weights external cash flows by how long they were present during the selected period. It is useful for a practical portfolio estimate, but it remains dependent on the quality and timing of imported provider data.

Read the dashboard in layers

Use total value and allocation for the current picture, the 24-hour market estimate for short-term asset movement, and tracked P&L for performance since tracking began. Check the coverage label before making comparisons or exporting the result.