What you need first
A connected brokerage. Tradion links to 30+ brokers through SnapTrade, and the link is read-only — Tradion reads your positions and past trades, and has no way to place, change, or cancel an order. See Connecting a brokerage. Positions usually appear within about 30 seconds of authorising the connection.What it shows at a glance
Net worth over time
Your equity curve — total account value drawn day by day — with 1W / 1M / 3M / 1Y / All range buttons.
Day and total P&L
P&L is profit and loss. Day is what today did to a position; total is where it stands against what you paid. Both in currency and percent.
Allocation and exposure
Sector allocation — your money split by industry — plus a diversification score rating how evenly it is spread, and your largest position.
Holdings and movers
Every position with a sparkline — a small ten-day price trend line — sortable, plus the five biggest movers today.
No broker? Build the portfolio by hand
Open the Manage Positions tab and add a position with three fields: ticker, number of shares, and average cost — the price you paid per share, averaged across your buys. Tradion prices it live from there. Hand-entered positions drive the same charts, allocation, and AI Asset Manager context that broker positions do. What you give up is automatic trade import, so closed trades have to be logged yourself — see Logging a trade. You cannot add a manual position for a ticker a connected broker already reports. Tradion blocks it so the same holding is never counted twice.Several brokerages, one view
Link as many brokers as you use. The dashboard adds them together into a single net worth figure and one holdings table, with the same ticker held in two accounts merged into one row. The Account breakdown panel keeps the per-account detail: broker, account type, value, cash, and when it last synced.Syncing and refresh
1
On page load
Tradion reads what it already has, priced against current market data. Results are cached for 30 seconds so a fast reload doesn’t hammer your broker.
2
When you press Sync
Tradion re-pulls balances and positions from every active connection, imports closed trades, and clears the cache. Brokers rate-limit these calls, so leave a few minutes between syncs.
3
One snapshot per day you visit
Opening the page records a single snapshot of your total value for that calendar day. Those snapshots are the only thing the net worth chart draws.
The page does not poll in the background. If you leave it open through the session, refresh or press Sync to see current numbers.
Connect a brokerage
The read-only link, what it pulls, and how to revoke it.
Read the dashboard
Every panel and number, explained.