Articles on: Portfolio Analytics

What can I do on the P&L Attribution page?

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

Identify your monthly portfolio P&L according to assets classes
Identify your monthly portfolio P&L based on whether it has come from Income, Price change or FX fluctuations

A few tips to help you make the most of our P&L Attribution page:

You can filter both of your performance charts by custodian, using the drop-down menu at the top right of the page and then selecting the respective check boxes
Hovering over the bars in both charts on this page will give a more detailed breakdown of your portfolios make-up of P&L sources, during the respective months
By clicking on a month, the platform will take you to the positions tab where you can identify how all positions contributed to that month’s P&L

Updated on: 06/04/2023

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