Open the Performance Reports hub to see what's driving your return, how you're diversified, and how you compare to a benchmark. (Income Calendar and Income Breakdown have their own article.)
The Reports Hub
Tap a report to open it:
Performance Breakdown — which holdings drive or drag your return
Diversification — allocation across sectors and asset classes
Income Calendar — upcoming and historical dividend payments
Income Breakdown — which holdings drive your income
Benchmark Analysis — compare against benchmarks
Shared Controls
Most reports share a controls bar under the header:
Date — pick the date range (Diversification uses a single "as at" date).
Filter — narrow to specific holdings, sectors, exchanges and more. A count shows when active; clear it to reset.
View — change the group by dimension and toggle Show closed positions.
Performance Breakdown
How each holding contributed to your return over the period.
Summary shows your selected metric total plus Gainers, Losers, Best and Worst.
Metric toggle switches between Total, Capital, Income and Currency. Gains green, losses red.
The Holdings Breakdown table lists each holding with Cap Gain, Income, FX Gain and Total, ending in a Total row.
Tap the ⋯ menu to export to a spreadsheet (XLSX).
Diversification
How your portfolio is spread across a chosen dimension, as at a single date.
Use View to group by Sector, Industry, Asset Class, Holding, Exchange, Currency, Broker or Source (plus your custom groups).
Summary tiles show the category count, Largest category, Top 3 weighting and total Value.
Switch the chart between Bar and Pie. In Bar view, tap a category to expand its holdings.
Tap the ⋯ menu to export the holdings list (XLSX).
Benchmark Analysis
Compares your portfolio against an index, asset, or another of your portfolios.
No benchmark set? Tap Select Benchmark under Set a benchmark to choose one.
The chart plots your portfolio against the benchmark; tap Change (or the legend) to switch benchmarks.
Use View to group the holdings table by Sector, Industry or Exchange, and to show closed positions.
The Holdings vs [benchmark] table shows each holding's return next to the benchmark's (Bmk %).
Note: These performance reports open directly — no paywall. (The tax reports elsewhere in the app are Pro-gated; these are not.)