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 deep dive into one of your portfolios, you can access its full report. To do so, find the portfolio you're interested in and click on 'See full report'. On this new page, you'll be able to see:

  • A graph that shows 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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