Articles on: Portfolio Analytics

What can I do on the Allocation Summary page?

Here are the main things you can do on this page:

On Summary you can view a more detailed allocation by risk asset class, geography, currency, sector/strategy, custodian/account and industry of your entire portfolio
You can also see your top 10 positions, top cash positions and a graph of monthly breakdown of your portfolio allocation history (asset class)

A few tips to help you make the most of our Allocation Summary page:

You can change the Geography Allocation data from the default of Region of Risk to: Region of Issue, Alt Region of Risk, Classification
You can change the date shown from the default of Market Value to either Notional or Exposure
Filter by custodian to view your allocation in one or more accounts/custodians

Updated on: 05/04/2023

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