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The Allocation page shows your asset allocation by five categories: Asset Class, Geography, Industry, Custodian and Currency.
Click through the pie charts elements or legends to drill down to the individual security level in each sub-category in a systematic manner.
Performance
The Performance page displays performance from two perspective - time-weighted return and absolute profit.
You may compare the performance of your portfolio against relevant benchmarks or between your respective accounts.
It is also possible to create sub-portfolios in which you can group assets and accounts to suit your analysis.
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