What can I do on the Allocations Explorer?

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

Breakdown your portfolio structure by Asset Class, Sector, Geography, Currency or Account/Custodian
View P&L and market value by the same breakdown at the overall and top position level

A few tips to help you make the most of our Allocations Explorer:

Click the 5 colored donuts to break down your portfolio by Asset Class, Sector, Geography, Currency or Custodian
The way you break down your portfolio is reflected in the two tables at the bottom

Updated on: 05/04/2023

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