After logging in to Exo, you land on the dashboard 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 closer look at one of your portfolios, hover over "Portfolios" in the top navigation bar and select the portfolio you're interested in.

This brings you to the reporting page where you can see:

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