Product
4 min read • June 3, 2025

Investment Portfolio Tracking: New Dashboard Features

Enhanced analytics and reporting tools give investors unprecedented insight into their portfolios.

L
Lisa Wanjiku
Product Manager
Lisa focuses on user experience and analytics features that help investors make better decisions.
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Investment Portfolio Tracking: New Dashboard Features
Today we're launching major improvements to our investor dashboard, providing unprecedented insight into portfolio performance and market trends.

## New Dashboard Features

### Real-Time Performance Tracking
- Live portfolio valuation updates
- Rental income tracking
- ROI calculations and projections
- Comparative market analysis

### Advanced Analytics
- Property-by-property performance breakdown
- Market trend analysis
- Risk assessment tools
- Diversification recommendations

### Interactive Visualizations
- Portfolio composition charts
- Performance timeline graphs
- Geographic distribution maps
- Income vs. capital growth analysis

## Enhanced Reporting

### Automated Reports
- Monthly performance summaries
- Quarterly market updates
- Annual tax reporting
- Custom report generation

### Export Capabilities
- PDF report downloads
- Excel data exports
- CSV transaction histories
- API access for third-party tools

## Mobile Optimization

The new dashboard is fully optimized for mobile devices:
- Responsive design for all screen sizes
- Touch-friendly interface
- Offline viewing capabilities
- Push notifications for important updates

## User Feedback Integration

These improvements are based on extensive user feedback:
- 6 months of user research
- Input from over 1,000 investors
- A/B testing of interface designs
- Focus groups with power users

## Getting Started

Existing users will automatically receive the new dashboard features. New users can:
1. Sign up for a Blocks account
2. Complete the investor profile
3. Start exploring investment opportunities
4. Access comprehensive analytics from day one

## What's Next

We're continuously improving the platform based on user feedback. Upcoming features include:
- AI-powered investment recommendations
- Social trading capabilities
- Advanced tax optimization tools
- Integration with external portfolio management systems

Tags

Dashboard Analytics Investors

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