IN PLAIN ENGLISH
The Balance Sheet widget's Cash view: cash you enter on the Portfolio page, plus — on Investor Pro — live balances from bank accounts you link there (read-only, through TrueLayer open banking; UK and European banks), with Total Cash as a share of your cash and stock portfolio together.
WHY IT HELPS
Keeps dry powder visible so allocation decisions account for uninvested money.
HOW IT'S CALCULATED
Total Cash = linked bank balances (each cash account's current balance as reported by the bank, FX-converted at the latest stored daily rate) + hand-entered amounts (each in the currency you chose for it, FX-converted the same way when it isn't your portfolio currency). % of Portfolio = Total Cash ÷ (Total Cash + holdings value) × 100.
Educational content only. It is not personal financial advice.