Portfolio Home

Where you can access most key portfolio information in one place

Click on any index in the dashboard or click on Portfolio Home in the side menu, once you have an index selected.

What You Can Do

You can view up-to-date performance of your index, and download historical data for your analytical needs.

Downloading Data

You can download the data used in the chart or an image of the chart using the menu in the top-right corner of the chart.


You can review the consituents of your portfolio as a table or an interactive pie chart on this page.

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