Why your analytics may differ from your dashboard totals

The short answer: they shouldn't. The Dashboard and the Analytics page pull from the same inventory and the same spot prices, so the headline numbers — Portfolio Value, Cost Basis, Unrealized Gain / Loss — match by design.

If you're looking at the same portfolio at the same moment and the figures don't agree, there's almost always one specific cause, and this article covers it along with the small set of secondary reasons.

The portfolio selector at the top-left of the app is global — it applies to whichever page you're currently on. If you opened the Dashboard while looking at "Household" and then opened Analytics after switching to "My Portfolio", you're comparing two different sets of inventory. The totals will be entirely different, and they should be.

The fix is to confirm the selector reads the same name on both pages. If it does and the numbers still disagree, read on.

The All Portfolios selection is the same logic — a Dashboard set to All Portfolios is comparing the whole stack across every portfolio, and Analytics under a single portfolio is comparing only that portfolio's slice.

See Switching between portfolios for how the selection persists across pages.

Both pages compute current value the same way: each held item's weight × the live spot price for its metal, summed across the portfolio. Live spot refreshes continuously, so if you opened the Dashboard at 10:00 and the Analytics page at 10:05, the cards on each page were calculated against the spot price as of the moment that page loaded — which can have moved a little in those five minutes.

The gap will be small (typically well under 1%) and will close the moment you refresh the older of the two pages. Both pages will then be running off the same spot snapshot.

If a metal you hold has gone through a sharp move during your session — a meaningful spot swing rather than the usual drift — the discrepancy can be larger. Refresh either page and the two will reconcile.

A few things look like they ought to cause discrepancies and don't.

The Analytics page has a time-range selector (1D, 1W, 1M, 3M, 1Y, All) on the Portfolio Value chart — but only on that chart. The headline cards at the top of the page (Portfolio Value, Cost Basis, Unrealized G/L, Total Premium Paid) are always current, regardless of what time window the chart is showing.

So if your chart is set to 1M and the cards still match the Dashboard, that's expected.

The Dashboard has no time-range control at all. Every figure on the Dashboard is a "right now" snapshot.

Both pages exclude sold items from current-value calculations. Sold items don't appear in your Holdings totals, don't add to your Portfolio Value, and don't subtract from your Unrealized Gain / Loss on either page.

Their realized gain or loss lives in the Annual Report (Premium) and on the Sold tab of the Holdings page — see Generating your Annual Report and The Holdings page: grouped, item, and card views.

So a recent sale won't introduce a gap between Dashboard and Analytics — both pages process the disposal the same way.

Both pages read your preferences from your profile. If you change your display currency or weight unit, both pages reflect the new setting on the next render. They don't render against different settings.