How does portfolio monitoring work

Stay always up-to-date with e-mail alerts

Portfolio monitoring informs you by e-mail and online about shifts in your asset allocation. The alerts allow you to react quickly to changes and to rebalance your portfolio. The portfolio monitoring cockpit can be found on the dashboard or via a direct link on the Portfolio Overview.
 
Portfolio Overview > Actions > Monitoring
You can monitor your portfolio on the asset class level or at the ETF level. You can even steer your portfolio by setting individual thresholds for asset classes or ETFs.

 

Portfolio monitoring with investment limits

In portfolio planning, you have decided on your asset allocation. In reality, it is usually impossible to implement the strategic asset allocation exactly. Rounding of shares to integers and price fluctuations often lead to deviations from the strategic asset allocation right away.

Does it matter? It sure does! It is important to stay as close to the planned allocation as possible, as the allocation determines the overall risk of your portfolio. In the portfolio monitoring, you define bandwidths on asset class or ETF level. If your limit is violated, you will be informed via email.

 

Target weight of a position

The target value represents the weight that an asset class or ETF has based on your strategic asset allocation. Is your portfolio not at its target weight? In a portfolio rebalancing, all necessary purchase and sale transactions are calculated in order to restore target weight in your portfolio. This way you can conveniently return to your strategic asset allocation. Target weight is displayed in grey.

 

Current weight of a position

The actual weight of an asset class or ETF at present time is labelled with "current weight". If the current weight is within the defined investment monitoring range, the percentage is displayed in green. The percentage turns red when an investment limit is violated.

Tutorial Portfolio Monitoring: How does portfolio monitoring work
 

Adjusting investment limits

By default, a bandwidth of +/- 5 percentage points is defined when creating a new portfolio. The deviation you are willing to accept differs from default settings? You can customise the bandwidth by dragging the grey bars.

Tutorial Portfolio Monitoring: Adjusting investment limits
 

Setting a standard range

Adjust default bandwidth by settings an individual range for all asset classes or ETFs simultaneously. To do this, click on “Set standard range”.
 
Drag the grey bar to adjust the standard range. Always confirm your adjustments with "Save changes". The bandwidths in the graph above are dynamically updated.

Tutorial Portfolio Monitoring: Setting a standard range
 

Activate or deactivate e-mail alerts

Your portfolio monitoring system informs you by e-mail each trading day at 9 am (GMT) if an investment limit is violated. Click on "ON" or "OFF" to enable or disable alert e-mails.

Tutorial Portfolio Monitoring: Activate or deactivate e-mail alerts
If an investment limit is violated, you will also receive a warning directly after login on the Portfolio Overview.

Tutorial Portfolio Monitoring: Warning on the portfolio overview
You want to know more about performance contribution of each asset class and ETF? Go to the Performance or the interactive Risk Cloud for your portfolio.

Set individual alerts and keep track of specific changes in your portfolio.
 
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