Articles on: Portfolio Analytics

What can I do on the Dashboard?

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

Get a high-level overview of the portfolio
View the top line which displays key value and performance metrics
Compare your performance against a benchmark
Breakdown your P&L by Asset Class, Sector, Geography, Currency or Account/Custodian
See your best and worst performing positions
View upcoming corporate actions and events occurring in your portfolio

A few tips to help you make the most of your Dashboard:

Click the 5 colored donuts to breakdown your portfolio by Asset Class, Sector, Geography, Currency or Custodian
How you break this down, affects how the P&L chart is filtered
Change the period in the section on the left-hand side labelled Period
Change your benchmark in Portfolio Settings
View your performance against your net investments by sliding from Performance to Value
Historic P&L is the P&L you uploaded prior to the system’s inception date

Updated on: 05/04/2023

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