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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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

Under "Portfolio Settings", you can change the basic settings for each portfolio and record your investment objectives. Define a custodian bank and order fees for more efficient simulation.

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