Analysing your investments
Monitor your current P&L for quick insights or analyse your investments over time for a detailed view.
Head to the Investments Overview page to analyse your investments.
Three charts provide you with insights into your investments.
Shows the progression of your NAV over time. Only available if you tracked your transactions.
Shows the performance and allocations of your current positions.
Shows your deposits and withdrawals over time. Only available if you tracked your transactions.
In addition, you can download the time series of your NAV.
To further analyse your investments, you can use the created asset list 'My Investment Positions' to compare all assets currently in your portfolio. Additionally, you can analyse the created asset 'my_investments'.