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Where do I find a detailed portfolio report?
Where do I find a detailed portfolio report?
Mathieu Déjean avatar
Written by Mathieu Déjean
Updated over a week ago

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, click on the "Reports" tab on the top right of the page.  

This brings you to the reporting page where you can access two types of portfolio reports:

  • The "Allocation" view outlines the asset allocation and diversification of your portfolio;

  • The "Activity" view includes a summary of any deposits, withdrawals, fees and rebalancing.

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