Investment portfolios

The Investment portfolios component provides an overview of the individual portfolios, highlighting their current value and lifetime gain.

The component displays the values used in financial holdings, such as investments.

Screenshot of the Investment portfolios component in the Unified client profile.

The Investment details tab offers a more detailed view of an investment portfolio, such as its performance in various time frames or its composition per asset type. A view into the underlying assets is also available, with key information such as value, performance, or position type.

Screenshot of the Investment details tab in the Unified client profile.

See also