"Analysis" view (portfolio)

From the view drop-down list, select the "Analysis" view to analyse the composition of the instruments in the portfolio.

In the "Analysis" view, you can use the drop-down list on the left side to select from the following criteria:

Single values (image example)
Security type
Currency
Sectors
Countries
Sector (Infront)
Sub sector (Infront)

In the table view on the left side of the "Portfolio" widget, you can see the positions as a table with the following columns:

Deposit percent
Purchase value
Actual value
Absolute change (+/- total)
Absolute change (% total)

The positions are grouped by analysis criterion. The columns show the values for the sectors and for the individual instruments. In the lowest row, you see the totals.

The chart on the right side shows the composition of the portfolio based on the currently selected analysis criterion.

Use the first drop-down list in the chart area on the right to select the display type:

Bar chart
Pie chart

The legend in the pie chart shows the corresponding values. Point to the chart to also show the corresponding value there.

Use the second drop-down list in the chart area on the right to select the setting for the chart:

Deposit percent
Absolute change (+/- total)
Absolute change (% total)

Example: Pie chart for security types