Dashboard
Dashboard layouts, milestones, notifications, and portfolio growth.
Custom dashboard
The dashboard is your at-a-glance performance home. You do not create separate “pages” - you create layouts: saved arrangements of metric cards (portfolio, win rate, charts, streaks, etc.) that you ca
Milestones
Milestones track progress toward PnL goals on a broker account - for example reaching breakeven, hitting +$500 since a baseline, or crossing a percentage gain. Tessera can create automatic milestones
Notifications
Notifications keep you informed about reports, performance summaries, milestones, sync issues, and other events. You control in-app and email delivery per category and per event, and can limit some al
Portfolio growth
The portfolio growth chart shows how your account story evolves over time. Depending on how your account is connected, that means either a full balance curve including deposits and withdrawals or cumu