Portfolio performance analysis

After entering the details of the securities in the portfolio, it is possible to go to the “Analysis of my portfolio performance” page and view various measures to measure the performance of the portfolio and learn about its features and other details.

There is several information provided on this page, such as the hypothetical performance of the portfolio over different periods of time, details of the securities in the portfolio and their classification in the market, in addition to seeing the form of price fluctuation during the past ten years for the portfolio to develop a better perception of the risks and advantages of the investment plan.