Holdings

A summary screen of all your holdings.

My securities

List of all your securities (Stocks, ETFs...)

Distribution

Portfolio diversification. Categorized by Broker, Type, Region, Sector, Industry and Currency.

Asset allocation

The percentage of the portfolio allocated to specific assets.

Value history

History of the value of your portfolio.

Return per investment

Total return for each investment separately. Includes just capital gain and currency gain. Dividends are excluded.

Overview

Actual changes in the value and return of your portfolio.

Return per month

Historic total return of your portfolio in given month and relative change of return between months.

Return per security

Total return for each security separately. Includes capital gain, currency gain and dividends.

Investments

List of all your investments.

Dividens

List of all your paid out dividends.

Purchases per month

New money invested in your portfolio per month.

Dividends per security

Dividend paid out from your holdings for each specific security separately.

Dividends per month

Dividend paid out from your holdings per month.

Analysis

A multi-factor model (CAPM, FF3, FF5) is a financial modeling strategy that uses multiple factors to analyse and explain asset prices. A multiple linear regression indicates how well the returns of a given portfolio are explained by exposures to risk factors.

Mobile Holdings

Mobile Investments

Mobile Statistics

Mobile Overview

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