Learn how to make the most of the Net Worth page and its features
Start exploring
In the Performance page you can examine your performance and compare it to your chosen benchmark over different time periods. You can also view individual positions and their attributes in the positions monitor.
Take advantage of our insights
Each page has tailored insights that can help you analyze your portfolio and start thinking like a professional.
Change your range
Experiment with different preset or custom timeframes with the "Date Range" filter.
Compare your performance
By examining your portfolio against your currency adjusted benchmark, you can contextualize your performance. You can change your default benchmark in the cog next to Portfolio Overview and are able to add 4 supplementary benchmarks from the menu provided.
Monitor your positions
The simplified position monitor allows you to sort and view what you own against various selectable columns. You can click each position for more details and see specific insights that help you understand the effect the position has on your overall portfolio.
This gives you a quick overview of your positions and you can access more filters and columns on the Positions page.
If you’d like to learn more about how to make the most of each page, we have similar walkthroughs linked below.