New Portfolio Overview

The Portfolio overview gives an overview of current net holdings on an account(s) and gives access to a historic view of the portfolio.

Allocation
The Portfolio Overview shows the 

  • exposure to each instrument and product (in the currency of the instrument)

  • % allocation of the  instrument of the holdings in that asset class (product).

  • % allocation of the  instrument of the total portfolio

Current Account Values
The Portfolio Overview also gives shows the current cash available, value of positions and account value, and shows the % days change on the account.

Historic view
You can see how your portfolio looked historically at the end of any day using the date selector showing the account values, holdings and allocations at the end of selected.

 

Saxo Bank A/S (Headquarters)
Philip Heymans Alle 15
2900
Hellerup
Denmark

International

Trade responsibly
All trading carries risk. To help you understand the risks involved we have put together a series of Key Information Documents (KIDs) highlighting the risks and rewards related to each product. Read more

This website can be accessed worldwide however the information on the website is related to Saxo Bank A/S and is not specific to any entity of Saxo Bank Group. All clients will directly engage with Saxo Bank A/S and all client agreements will be entered into with Saxo Bank A/S and thus governed by Danish Law.

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