IBKR - UI questions

[Riches1]

I'm new to Interactive Brokers and a bit confused with its UI (I use the standard web interace as well as the Android app). Some questions I have:

• On the web interface, on the main page, there's some account info to the left. Right below the total portfolio value, there's a number (negative or positive). What does this number mean exactly? Is it the returns of the last 24 hours?
• To the right, on the Dashboard section, there's 2 tabs to pick: Value and Performance. My value number is green, and the value of my portfolio does appear to be a bit higher than when I bought the current stocks, but under "Performance" it's red and showing around -0.5%. The timeline is set to "All" in both tabs. Where is this discrepancy coming from?
• If I'm in the Value tab of the Dashboard, I basically see my portfolio value 3 times, and every time, it's a slightly different amount. I see it in the left menu next to "Account", and I see it twice right on top within the Value tab of the Dashboard section. In each of these places, the value slightly differs - why?
• Coming from Truewealth, I kind of miss seeing an easy to understand overview of how well my portfolio is doing and has been doing over, say, the last month, the last week, the last X days. I also miss seeing bars that differentiate between me adding money to the portfolio, and the portfolio stocks going up / down. Is there any way to make it easier to read / understand?

Thank you.

 

[Baptiste Wicht]

On the web interface, on the main page, there's some account info to the left. Right below the total portfolio value, there's a number (negative or positive). What does this number mean exactly? Is it the returns of the last 24 hours?

Interesting, I don't have this, only the value, cash, buying power and dividends.

To the right, on the Dashboard section, there's 2 tabs to pick: Value and Performance. My value number is green, and the value of my portfolio does appear to be a bit higher than when I bought the current stocks, but under "Performance" it's red and showing around -0.5%. The timeline is set to "All" in both tabs. Where is this discrepancy coming from?

Value includes your deposits and withdrawals while performance only includes the returns of your positions.

If I'm in the Value tab of the Dashboard, I basically see my portfolio value 3 times, and every time, it's a slightly different amount. I see it in the left menu next to "Account", and I see it twice right on top within the Value tab of the Dashboard section. In each of these places, the value slightly differs - why?

The third value is the change, so the difference in value in the period. But I do not know why the other two are different, it's also the case for me, although the difference is only a few 100s after multiple years.

Coming from Truewealth, I kind of miss seeing an easy to understand overview of how well my portfolio is doing and has been doing over, say, the last month, the last week, the last X days. I also miss seeing bars that differentiate between me adding money to the portfolio, and the portfolio stocks going up / down. Is there any way to make it easier to read / understand?

This is exactly what the two tabs are doing. Performance will give you the returns of your investments while Value will give you the total increase in value including deposits and you can choose the period for both .