Asset overview and portfolio

Asset overview and portfolio

Investment portfolio

View the product categories of your investment portfolio. Click on a product category in the diagram for an overview of your investments in that category.

At the bottom, you can click through to the development of the value of the portfolio, the risk analysis and the spread.

If you prefer to view your investment products in a list, switch to the list view via the button at the top right of the screen (icon).

List view

If you are viewing your portfolio in list view, you can sort according to:

  • maturity
  • unrealised result
  • product class
  • product name
  • amount

Click the relevant tiles to display more information.

Asset class details

Return to your overview of assets at any point via 'Asset Overview' in the menu bar at the top of the screen.

Click the product tiles for more information.

Product details

Here, you can view your product in detail.

Depending on the type of product, you'll see the purchase price, the exchange rate and the total value.

If you click the Price Graph button you'll get a graph illustrating price trends.

Position history

Check when and for how much you bought or sold products in the past.

Price trend

Follow the performance of your product on the share price graph here. You can call up this graph and choose different periods.

You'll be able to see at a glance the lowest and highest price for the chosen period.

If you wish to know how your investments are distributed between you and your partner, or each of you individually, this simple overview makes it immediately clear who is the main account holder of which products.