My Portfolio

Portfolio Breakdown

Please select “Holdings & Transactions” > “My Portfolio” to view the breakdowns of your portfolio by asset classes or accounts.

  • 1 Switch between accounts
  • 2 Portfolio Breakdown can be grouped either by Account or Fund Category
  • 3 Select Show Amount and enter the currency
  • 4 The inner ring of the chart shows Account or Fund Category (depending of the settings in Point 2), while the outer ring shows the respective share of each fund
Please select “Holdings & Transactions” > “My Portfolio” to view the breakdowns of your portfolio by asset classes or accounts. Please select “Holdings & Transactions” > “My Portfolio” to view the breakdowns of your portfolio by asset classes or accounts.

Auto Calculate - Step 1

Scroll down to view the summary of your holding(s). To view the automatically calculated profit/loss, change the selection from “My Input” to “Auto Calculate”. Then press “Save and Calculate”.

Scroll down to view the summary of your holding(s). To view the automatically calculated profit/loss, tap on “Currency Settings” and change the selection from “My Input” to “Auto Calculate”. Then press “Apply”.

  • 1 Select “Auto Calculate” and press on “Save and Calculate” button
  • 2 Select “Auto Calculate” and press “Apply”
Scroll down to view the summary of your holding(s). To view the automatically calculated profit/loss, change the selection from “My Input” to “Auto Calculate”. Then press “Save and Calculate”. Scroll down to view the summary of your holding(s). To view the automatically calculated profit/loss, change the selection from “My Input” to “Auto Calculate”. Then press “Save and Calculate”.

Auto Calculate - Step 2

Now you can see the calculated investment return in both percentage and dollar amount terms.

  • 1 View your profit and loss
  • 2 Click to setup Price Alert
Now you can see the calculated investment return in both percentage and dollar amount terms. Now you can see the calculated investment return in both percentage and dollar amount terms.