Articles on: Portfolio Analytics

What can I do in Portfolio Settings?

Here are the main things you can do in Settings:

As an owner you can edit the name of your portfolio
Owners can also add more custodians to the portfolio
Advanced settings allow you to toggle Asset Structure / P&L View between Instrument Asset Class and Risk Asset Class
You can change your selected benchmark you are tracking your portfolio against on this page

Updated on: 16/03/2023

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