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 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) and Type 3 Regulated Activity (Leveraged foreign exchange trading) licenses (CE No. AVD061). Registered address: Rooms 2001-02, 20/F York House, The Landmark, 15 Queen's Road Central, Hong Kong

By clicking on certain links on this site, you are aware and agree to leave the website of Saxo Capital Markets, proceed on to the linked site managed by Saxo Group and where you will be subject to the terms of that linked site.

Apple, iPad and iPhone are trademarks of Apple Inc., registered in the US and other countries. AppStore is a service mark of Apple Inc.

Please note that the information on this site and any product and services we offer are not targeted at investors residing in the United States and Japan, and are not intended for distribution to, or use by any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation. Please click here to view our full disclaimer.