Nextportfolio by Allfunds Connect is the most complete and comprehensive tool to track your fund portfolios. Updated daily, track your performance and realized gains. View a complete list of all your transactions and current holdings. Get sophisticated metrics of risk and portfolio allocation with an attractive, easy to understand graphic design for a universe of more than 125,000 funds.
Main features
- Universe of 125.000 updated daily
- Unlimited number of portfolios
- Aggregate all your portfolios in a single report to have a global perspective or view each portfolio individually
- Track performance over time with a historical chart and monthly and annual calculations.
- Check all transactions and current holdings.
- View asset allocation by asset type, by country, by sector and by currency.
- Access the fund factsheet of your holdings with an overview of the fund and information such as past performance, risk analysis, fund’s investment objective, its costs, its top 10 holdings and much more.
Stay on top of the market and get instant answer to how are you portfolios performing today, what is the market value of your investments, where are your assets allocated.