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.

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 Capital Markets HK Limited
19th Floor
Shanghai Commercial Bank Tower
12 Queen’s Road Central
Hong Kong

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Hong Kong S.A.R
Hong Kong S.A.R

Saxo Capital Markets HK is a company authorised and regulated by the Securities and Futures Commission of Hong Kong. Saxo Capital Markets HK Limited holds a Type 1 Regulated Activity (Dealing in securities); Type 2 Regulated Activity (Dealing in Futures Contract); Type 3 Regulated Activity (Leveraged foreign exchange trading); Type 4 Regulated Activity (Advising on securities) and Type 9 Regulated Activity (Asset Management) licenses (CE No. AVD061). Registered address: 19th Floor, Shanghai Commercial Bank Tower, 12 Queen’s Road Central, Hong Kong

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