Holdings shows what you own and, for transaction-tracked accounts, why you own it: every share count is computed from the account's transaction ledger. The ticker button opens that holding's full history for editing; the table row itself is not a hidden click target.
Reading the numbers
Market Value is the table's own total. The rows below add up to it, whatever the selection. The rest of the strip is ledger accounting: cost basis, unrealized and realized gains (average cost; a broker reporting specific lots will differ), and income. Income counts cash actually received, including cash dividends and interest. A reinvested dividend adds shares (and basis) instead, so it appears in the position, not the income line.
Those four need a transaction ledger to exist at all, so where there isn't one, as with a statement-tracked account or an account with no imports yet, they show an unavailable marker and explain why, rather than a $0 that would read as "you made nothing". A mixed selection states how much of the value on screen they don't cover.
A ⚠ next to a price means it's stale; a highlighted row means the ledger produces a non-positive share balance. Negative shares get a banner naming the affected tickers. They almost always mean a position predates the imported history. The fix lives on Accounts: open the account's Import CSV dialog and accept the suggested opening balances, or Reconcile to true up shares.
Individual stocks
Expanding an individual stock's row shows a stats strip above its transaction history: sector and industry, market cap, P/E, dividend yield and rate, beta, the 52-week range, and the next earnings date when one is known. Funds don't get one because none of those figures is a fund concept.
Every number there is a snapshot from the last profile fetch, not a quote, and the strip is stamped with the date it was fetched; a stock that's never had a profile downloaded says so instead. A blank field means Yahoo returned nothing for that field, which is a different statement from zero. The Dashboard's Stock Monitor reads the same stored stats.
Cash and income
Cash Activity is the account's exact core-cash ledger: opening balance, deposits, withdrawals, interest, and the precise running balance to reconcile against a statement. On a swept account it also carries the money fund's own activity. A Vehicle column names which pocket each row moved, so a change of sweep fund still reads as one continuous balance. Income & Realized Gains breaks out cash income and average-cost gains by year, plus a trailing 12-month run-rate per holding.
Statement-tracked accounts edit differently: their holdings come from the latest snapshot, so the page offers Update snapshot instead of per-transaction editing. See data shape.
For a transaction-tracked row, Add transaction remains visible while Reconcile and destructive history deletion live in the named More actions menu. An empty view offers the action that fits its context: add an account, choose an account, update a snapshot, or add a transaction.