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How do I view a breakdown of my portfolio?

Article author
Alexander G.
  • Updated

 

The portfolio screen shows a breakdown that provides clarity on what makes up your portfolio, how your portfolio works, and what specifically you are investing in. Please complete the following steps to view a breakdown of your portfolio: 

For Mobile:

  1. After logging in to your account, tap "Invest for your future"
  2. Tap "Portfolio"
  3. Scroll down to view information included in your breakdown.

For Web:

  1. After logging in to your account, click on “Invest for your future”
  2. Click on “Portfolio”
  3. Scroll down to view information included in your breakdown.

From the top, you should see your current portfolio and your total portfolio value with a carousel that shows a visual representation of your bonds/stocks broken down by percentages. 

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Below that you will see your portfolio statistics which includes:

  • YTD Return
  • YTD Earnings
  • Bonds % of your portfolio
  • Stocks % of your portfolio 

After that, you will see your investments that can be clicked to view the fund details for each ETF that's included in your portfolio.  

The last section has three options. The Portfolio Risk Overview is where you can change your portfolio and see a 5-year projection. The Investor Profile questionnaire is where you can update your investor information so the app can recommend a portfolio for you based on your situation. Lastly, the Theme section allows you to switch your portfolio to either our Core or Sustainable portfolios. 

If you have any questions or concerns, please reach out to support

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