Journey

Wealth

Investment Wealth Portfolio

Wealth Management

Related Journeys

Automated Investing

Auto Investment

Fund Certificate Trading

Fund Certificate Trading

Related Terms

Portfolio

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

NAV

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

Risk Profile

Risk Profile - An investor's level of risk tolerance.

UX Focus Areas

• Portfolio overview
• Performance chart
• Risk assessment
• Rebalancing