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Allocations

At the top of the accounts summary page is the allocations section, displaying:

  • The total AUM of the selected portfolio, in the selected currency, as-of the selected date,
  • The number of investments in the selected portfolio,
  • Allocations by asset classes,
  • Allocations by currency

allocations.png

Allocations are displayed in percentages by default. Hover on the pie chart to view an allocation in value.

allocations_value.png

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