Portfolio Charts

[Guest investor]

Are there any charts available to show the performance and allocation of my overall portfolio? 

The 'Positions' window gives helpful but basic info on each position but it would be great to have a way to quickly overview its overall performance over time, like any other stock and the addition of a column which shows the size of a position in my current portfolio would be very helpful (Even a book cost in GBP would make things much easier). 

Currently, as the Book cost of of my positions are different denominations, its difficult to determine the overall size of a position in my portfolio comparatively. 

Thanks!

[ArvinIG]

13 hours ago, Guest investor said:

Are there any charts available to show the performance and allocation of my overall portfolio? 

The 'Positions' window gives helpful but basic info on each position but it would be great to have a way to quickly overview its overall performance over time, like any other stock and the addition of a column which shows the size of a position in my current portfolio would be very helpful (Even a book cost in GBP would make things much easier). 

Currently, as the Book cost of of my positions are different denominations, its difficult to determine the overall size of a position in my portfolio comparatively. 

Thanks!

Hi,

You can use the Trade Analytics tools :
https://www.ig.com/uk/trade-analytics-tool



You also have a snapshot of your balances at the top of the platform on the desktop version.


I hope that it helps.

All the best - Arvin

[Guest investor]

Hi Arvin, 

Many thanks this looks like what I'm looking for. Are these options only available with a spread betting account? I don't have have these options on my ISA or Share Dealing accounts

[ArvinIG]

Hi there,

For Share dealing accounts you will have these options at the top :

 

Unfortunately the Trade Analytics tools are only available on leveraged accounts.

This tool is still in a Beta stage, it is possible that it will be more developed in the future.

All the best - Arvin