Your Portfolios
The portfolio view is your control centre for every individual holding. From the most important KPIs to the smallest transaction details — everything in one place.
Key KPIs
- Current portfolio value — what is your portfolio worth right now? The most important number, always displayed prominently.
- Percentage change — how has your portfolio performed? Up 5%? Down 2%? You see it immediately.
The Interactive Chart
The centrepiece of the portfolio view: an interactive chart showing all the essential information about your portfolio's value over time. You can choose between:
- Percentage or absolute display
- Different time ranges — last week, last month, last year, or a custom range
Trends and developments are immediately visible.
Holdings & Performance
Below the chart you'll find your complete holdings: which positions you hold, how they've performed across different time periods — clearly structured and easy to compare.
Holistic Performance Index (HPI)
Your true return: accounts for price gains, dividends, interest, and time-weighting. A realistic picture of what you've actually earned.
Realised Gains
Everything you've already sold. Which price gains have you actually locked in? Here's your clear record.
Costs & Income
Fees, dividends, and taxes — all aggregated. See exactly what your investments cost and what they generate.
Drill-Down Tabs
Want to go deeper? Each portfolio gives you detailed tabs:
- Transactions — every buy, sell, and transfer, fully documented and traceable.
- Dividends & Costs — dividends, fees, and taxes, all broken down in detail.
- Allocation by position — which holdings dominate your portfolio?
- Allocation by asset class — stocks, ETFs, bonds — how is it distributed?
- Currency breakdown — how much do you hold in EUR, USD, or other currencies?
- Sectors & industries — heavily concentrated in tech, or broadly diversified?
The portfolio view gives you the full picture — from high-level KPIs to the smallest details. Understanding what's really happening in your portfolio leads to better decisions.