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Tutorials about Portfolio analysis

Portfolio overview

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

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 activity

Portfolio diary to keep track of changes in your asset allocation.
 
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Performance

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

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

Portfolio settings

Each portfolio has its own profile. Here you can change the settings, and fix your investment purpose.
 
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