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Journey

Portfolio View

Products Information

View investment portfolio and performance

Related Journeys

Investment

Investment products and securities

Redemption

Redemption

Related Terms

Portfolio

Investment Portfolio - The aggregate of a customer's investment assets.

Holdings

Holdings - The investment assets a customer currently owns.

Returns

Return - The gain or loss from an investment.

NAV

Net Asset Value (NAV) - The value of each unit of an investment fund.

UX Focus Areas

  • • Performance chart
  • • Holdings breakdown
  • • Gain/loss display
  • • Quick actions