The Stock Monitor is the one panel about the individual names you own rather than the funds. It appears on the Dashboard only when a holding's type is Stock, sums each symbol across the accounts in view, and sorts biggest position first.
Daily closes, not live quotes. Everything on it is computed from data already on your machine: the closes Update prices stored, and the 52-week range and earnings date the last profile fetch stored. Nothing here calls the price feed, which is why opening the Dashboard is free under the one-at-a-time rule. The practical consequence: Day % is the move between the last two closes on file, so it reads Thursday→Friday all weekend, and it stays blank until a ticker has two closes.
The three flags
- Concentrated: this one stock is worth more than your threshold share of your equity, not of the whole portfolio. Bonds and cash are deliberately out of the denominator: "8% of my stocks" is the question a concentration flag answers. Set the threshold with Flag over in the panel header; it's saved with your other settings.
- Near 52-wk low: the last close is within 5% of the 52-week low from the last profile fetch. It's an observation about price, not a signal: the app has no view on whether a stock is cheap.
- Earnings soon: the stored next-earnings date falls inside the next 60 days. A date that has already passed says nothing about the next report, so it's suppressed rather than shown as overdue.
When the columns are empty
vs 52-wk High % and the earnings flag need stats that only a profile fetch writes. A stock imported from a CSV has none until you fetch its profile from Ticker Metadata. The panel's footer says so when nothing has been downloaded yet. The same stats, in full, sit in the expanded row for that ticker on Holdings.
Between fetches these figures age: a 52-week high from three months ago is three months old. The date they were fetched is stamped on the Holdings strip, and re-fetching the profile refreshes them.