Currency Exposure Over Time / Snapshot

Owned by Yash Timbadia (Unlicensed)
Last updated: Oct 10, 2018 by Former user (Deleted)

Currency Exposure Over Time

  • The area chart shows the currency exposure over time. 
    • Clients can filter based on Custodian, User asset class and child accounts


Currency Snapshot

  • The diagram shows the breakdown of holdings security wise and the currency it is held in. 
    • The size of the area referring to the amount of investment in that particular holding.
    • Clients can filter based on child account, Custodian Name or User Asset Class