Your home page when first logging in may be a bit a bare.
Three dashboards are pinned to the home page
- Total Portfolio Performance - Showing monthly changes in your total portfolio value
- Asset Performance - showing current value of individual asset classes
- Holdings Performance - showing current performance of individual holdings within various asset classes
You can also navigate here to key areas of the platform.
- My Portfolio - This is where you can start to build your own portfolio by selecting your asset classes and adding your holdings
- Portfolio reporting - this is where you can look at Asset allocation reports by month when compared to a benchmark portfolio of your choice
- Personal finances - This is where you can stress test your finances by visualising your monthly income, expenditure, assets and liabilities
- Knowledge Centre - if you are reading this, then you have found it
- Affiliate program - Refer a friend and earn 10% commission as they save 10% on their subscription. Win, Win.
- Subscription management - Manage your own subscription.