The new Portfolio section has been created with the intention to simplify and improve your experience in keeping track of your account activity.
This guide will provide a brief overview of the changes to the section and how they will improve the monitoring of your investments and trades.
The account overview gives you a quick status of your account value and 1 day change on both single and aggregated account level.
The overview section provides you with a summary of your account (or accounts if you have more than one). At the top, you will see your account value, cash and your 1-day return. Below, you can see your positions grouped by product, as well as a breakdown of your cash holdings.
Finally, at the very bottom, allocation charts show what your portfolio consists of split into assets, countries and sectors.
The orders section shows a list of your pending and past orders. Here, you can see the status of your orders as well as modify or cancel them.
This section provides you with a detailed breakdown of your account’s historical performance, adjustable by the time period of your choice. You can see the development of your account value and returns in two charts. For the returns chart, you can add a benchmark to compare the performance with. You can also see the profit loss breakdown with the possibility of grouping by product. By clicking on an instrument, you can get more insights on the earnings, returns and transactions history for the instrument.
The transactions section shows a list of all the events that have affected your account. You can adjust the transactions overview by using the filters: period, product, and transactions type. To get an in-depth breakdown of a single transaction, simply click on one which will bring up the transaction details.
It is also possible to download a PDF or Excel sheet of your transaction history.
The corporate actions tab is where you will find information about activities relating to corporate actions such as dividends and shareholder voting. Here you will see your upcoming, active, and past corporate events and see if any action needs to be taken.
Latest Market Insights
Q4 Outlook 2022: Winter is coming
- Winter is coming to the financial markets as central banks are tightening their grip. How spring will look is still a question.
European energy crisis: it will get worse before it gets betterThe winter in Europe will be tough, but whether the result is political chaos or sustainable, innovative solutions is still undecided.
A difficult and volatile quarter awaitsAs the year draws to an end, commodities continue to be at centre stage of the world with growth pockets political uncertainty.
The bright side: crises drive innovationThe positive spin on crises is that they come with solutions. It is worrisome that deglobalisation may be a response to this crisis.
Green transformation in China: renewable energy and beyondGoing green, China needs to span numerous energy sources to ensure stability, as every source comes with a challenge.
Asia: Intermittent solutions, but a faster renewable adoption curveAsian energy supply is being squeezed. This and the adoption of renewables may change the investment sentiment in the region.
FX: A Fed thaw needed to deliver a sustained USD turn lowerThe US Dollar can keep momentum when the Federal Reserve continues to tighten, leaving the rest to play to their drum.
Autumn can become ugly for equities and bond holders. Comfort for Dollar longsTechnical analysis suggests that equities could face a tough Q4 as could fixed income. US Dollar positions could provide some upside.
The next stock market sector to watch, with stocks going nuclearAs the world scrambles to find affordable, sustainable energy, nuclear is getting attention from politicians and investors alike.
The crypto space is getting cold when the hype disappearsCryptocurrencies face a winter of their own as retail investors and governments are asking tough questions.
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