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Portfolio analysis
Tutorials about Portfolio analysis
Portfolio overview
The portfolio overview page gives access to all your portfolios and savings plans. Besides the current monitoring status, you see the YTD change.
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Asset allocation
This page gives you an overview of your current asset allocation and how your investment structure has changed over time.
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Portfolio activity
Portfolio diary to keep track of changes in your asset allocation.
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Portfolio performance
Analyse the performance of your portfolio on a total portfolio level, asset class level or ETF level. Get a grasp on your portfolio, the diversification and the value added of individual ETFs or ETCs.
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Risk cloud
Keep track of the risk return profile of your portfolio and analyse the impact of each portfolio component.
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Portfolio settings
Each portfolio has its own profile. Here you can change the settings, and fix your investment purpose.
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