Knowledge Base
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Dashboard & Lenses
Getting Started
Dashboard & Lenses
Entities
Assets
Managers
Documents
Accounts & Connections
Office & Settings
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Knowledge Base
Dashboard & Lenses
Getting Started
Dashboard & Lenses
Entities
Assets
Managers
Documents
Accounts & Connections
Office & Settings
Dashboard & Lenses
Explore your portfolio home page and the primary lenses.
Dashboard & Lenses
Net Worth Statement Lens
Portfolio Value Lens
Allocations & Comparables Lens
Income by Asset Class Lens
Entities Map Lens
Illiquid Breakdown Lens
Capital Calls Lens
Benchmarks Lens
Correlations Lens
Alternative Performance Lens
K-1 Tracker Lens
Liabilities Lens