> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mystacks.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Holdings and portfolio history

> Understand current holdings, completed investments, activity, and charts.

Home combines balances in your saved MyStacks accounts. It includes funds
added before activation and any balance left after an exit. It does not include
assets in your connected wallet outside those accounts.

## Current holdings

Home shows your combined current value, net invested amount, and performance
for the selected period. Open a stack to compare its current holdings with its
target allocation. They can differ while an allocation is pending or after a
trade fails.

A balance can be known even when its USD value is unavailable. If a needed
price is missing, the affected total is also unavailable. A missing value is
different from a confirmed zero balance.

## Charts and performance

The Home chart covers your accounts across current and completed investments.
Open a stack to see its current investment. It begins with the first confirmed
deposit and ends after a successful full withdrawal.
Later deposits stay in the same investment.

Some of a selected period may have no recorded value. The chart keeps those
gaps instead of showing them as zero. Performance can still be available for
the part with records. Adding money to an account is not itself a gain.

## Completed investments and activity

Completed investments appear separately from your current investment. They
show what you put in, what you received across withdrawal attempts, and the
result. If you rejoin the same stack, the next confirmed deposit starts a new
investment. The earlier one stays visible.

Open an investment to see its deposits, allocations, rebalances, and
withdrawal attempts. Some historical amounts or returns may be unavailable
when prices or transaction records are incomplete. Missing information does
not mean zero activity or zero return.