Portfolio overview

Cockpit for all your portfolios and savings plans
The portfolio overview page gives access to all your portfolios and savings plans. Besides the current monitoring status, you see the YTD change.

„Actions“ holds a list of quick links to manage your portfolio.

Tutorial
 
Detailed view
Click on the portfolio name to get a short summary of your portfolio. Besides the YTD return in a line chart, you also get an overview of your current asset allocation in a pie chart.

Tutorial
  To change the order of your portfolios simply drag and drop them to the right position. Hover with your mouse over the dots besides the checkmark. As soon as you see the cross, you simply do a left mouseclick and drag.

Tutorial
  You create a roll-up summary of portfolios by simply checkmarking them and selecting „Create aggregate“ in the action panel.

Tutorial
An aggregate portfolio is a roll-up summary of a number of portfolios and savings plans. The system aggregates all transactions of the underlying portfolios and calculates performance and asset allocation based on it.

Tutorial
 

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