There are different ways of using the portfolios.
There are different ways to create a portfolio:
With the first two variants, an empty portfolio is created. This can be filled with a CSV file. Alternatively, individual stocks can be added from the stock snapshot. The corresponding button is in the top left.
There are two ways to delete an existing strategy:
Currently only the approx. 600 largest European values can be read. If an ISIN is not available in our universe, the portfolio cannot be read and a corresponding error message appears on the website. In this case, please contact us so that we can work out a solution for you.
You can delete individual stocks or change their weighting. To do this, select the portfolio and go to the ‘Strategy components’ table. At the top right there is the ‘Edit portfolio’ tab. If you mark the desired share, the symbol to delete appears on the right. The weighting can be changed for a single share, but you can also weight all shares equally, or mark some shares and then round the portfolio up to 100%. Finally, please press the Save button.
The key figures are calculated from the weighting of the individual portfolio components and their key figures. If a key figure is not available for a share, the weighting of this share is not taken into account and the portfolio is extrapolated to 100%.
For the performance graphics, the current composition of the portfolio is also used for the past.
+49 69 949488 050
+49 69 949488 050