Create an aggregated portfolio

Roll-up summary of your portfolios

Create a roll-up summary of portfolios by simply check marking them and selecting "Create aggregate" in the action panel.

Create an aggregated portfolio
An aggregate portfolio is a roll-up summary of a number of portfolios and savings plans. The system aggregates all transactions of the underlying portfolios and calculates performance and asset allocation based on it.

Roll-up summary of your portfolios

 
 
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