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.
Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
- Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Energy crisis could turn energy stocks into secular winnerWith long-term expected returns for the global energy sector close to 10%, we look at 40 stocks that could be set to cash in.
The great EUR recovery and the difficulty of trading itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recessionWhile global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.