Articles on: Portfolio Analytics

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

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

Visualize the different ways you want to have your P&L data displayed by clicking the options to the left of the pie chart
Identify the P&L impact on your portfolio by Asset Class, Custodian, Sector/Strategy, Currency and Region

A quick tip to remember:

Clicking on the different pie chart options for what you would like to view P&L by, will also change the P&L summary graph and table

Updated on: 05/04/2023

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