When you log in, you first land on the 'Summary' page of your account. On this page, you can check the overall performance of your investments and your account balance.

If you want to take a more detailed look at your portfolios, you can access their detailed reporting by clicking anywhere on the portfolio box. On the portfolio reporting page, you'll be able to see:

  • The global performance of this specific portfolio;
  • The asset allocation based on your risk profile (cash, bonds, stocks, alternatives);
  • The geographic allocation of your assets;
  • A list of your current positions - click on a position to see its details and historical performance.
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