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.

 

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