Analysing your investments

Monitor your current P&L for quick insights or analyse your investments over time for a detailed view.

Contents

Head to the Investments Overview page to analyse your investments.

Analysing your investments

Three charts provide you with insights into your investments.

Net asset value chart

Shows the progression of your NAV over time. Only available if you tracked your transactions.

Positions chart

Shows the performance and allocations of your current positions.

Cash flow chart

Shows your deposits and withdrawals over time. Only available if you tracked your transactions.

Additional functionality

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'.

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