The Policy Portfolio at Policies combines current policy position, coverage, scheduled premium structure, freshness, and inventory controls.
Portfolio Hero
Use the three hero modes to change the portfolio question. Each shows the same chart and summary as the matching Home pop-up:
- Cash value shows Net Cash Value and its recorded history, with a range selector and recorded changes over 30 days, this year, 12 months, and since the first snapshot.
- Death benefit shows recorded coverage, split into permanent and term, with the same recorded changes.
- Premium mix shows recorded Base premium and PUA payments over the last 12 months. Planned annual premium stays in the inventory under Funding.
One row under the Policy inventory title tracks recording rather than money. Snapshot freshness counts cash-value policies in the current view with a snapshot from the last 30 days (term and convertible term are not counted), and N stale narrows the inventory to the rest. Streak counts consecutive months in which you recorded anything.
Filters apply to the hero and inventory together. The hero counts active and paused policies, as Home does; the inventory lists every status. Selecting one insured person changes the title and recomputes the displayed totals for that person's policies.