Views

View Switcher

Pick an account, wallet, or global view. FundStat filters dashboard and history using transactions assigned to that selection.

What is the View Switcher?

View Switcher (in the top left corner) lets you switch context between accounts, wallets, and global views.

How it Works

When you select an account, you see only transactions assigned to that account. When you select a wallet, you see transactions from all accounts in that wallet. In global view, you see all transactions.

Components that change with the View

These areas change when you switch the view:

Dashboard & Analytics

Charts, metrics (TWR, P&L), and allocation update to selected scope.

Benchmarking

Benchmark comparison runs only for the selected scope.

Closed Trades

Shows only trades closed in selected accounts or wallets.

History (Files & Transactions)

Transaction history and imported files are filtered by selected view.

Daily P&L

Daily result shows performance only for selected accounts or wallets.

Sections That Stay Global

These sections stay the same regardless of selected view:

Watchlist

Accounts & Wallets

Settings

Billing

Contact

Need Help?

If anything about view behavior is unclear, contact us and we will help you set it up correctly.