Most portfolio reviews fail for the same reason: they start with performance instead of allocation. Before asking how something performed, ask whether it should still be there at all.
Start with allocation versus your stated targets. If equity has drifted from 60% to 74% purely because equities ran up, that's not a decision you made — it's one that happened to you. Rebalancing back toward target isn't market timing, it's maintenance.
Next, check whether each holding still earns its place. A position bought for a reason two years ago may no longer fit the reason it was bought for. The test isn't 'has it gone up' — it's 'would I hold this today, at this weight, for this reason.'
Finally, confirm the portfolio still matches your actual time horizon and risk tolerance, not the ones you had when you first built it. Horizons shorten as goals get closer. A portfolio should get quieter as the goal it's funding gets nearer, not stay static forever.
None of this requires a dashboard with forty metrics. Allocation, holding logic, and horizon — checked honestly — catch almost everything that matters.