Articles on: Portfolio Analytics

What can I do on the Fees & Charges page?

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

View and breakdown fees and charges paid on your portfolio
You can filter by custodian and currency by using the drop-down boxes in the top right of the page
The details table shows Fees and Costs totaled by month and year and filtered by Custodian or Currency

Important points to remember:

Expenses/Deductions appear as a positive on this page, whereas they are actually a deduction from cash
The detail table is not affected by the date range selection.

Updated on: 16/03/2023

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