Cockpit for all your portfolios and savings plans
The portfolio overview page gives access to all your portfolios and savings plans. Besides the current monitoring status, you see the YTD change.You may navigate through all important functions via the direct links on the right hand side (click on the downward arrow symbol to see all options). Among the direct links you will also find options to rename your portfolio or to delete it. By clicking on the magnifying glass you directly jump to your portfolio Dashboard to get further analysis.