Monitoring a Portfolio.

Monitoring of your portfolio is easily done within the Performance View.

Performance view shows you a breakdown of your portfolio's performance. Performance figures are grouped into 3 sections - Month-to-Date, Year-to-Date and Investment-to-Date. For each period you can see performance of each position both in portfolio currency (base performance) and position currency (local performance).

 

Each section can be expanded to show a contribution brakdown - you can see capital, FX and total contribution.

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