Portfolio X-Ray is available on Standard plans and above. Open it for the portfolio you want to explore, then check the report date before reading the results.
Open Portfolio X-Ray
Select Portfolio in the navigation rail.
Choose your portfolio from the selector at the top of the sidebar.
Under Reports → Performance, select X-Ray.
The page shows the results for your selected portfolio.
Example shown with demonstration portfolio data.
Read the Summary
The summary at the top includes:
Positions: the number of positions included in the current results.
Largest company: the company with the largest combined exposure, including how it is held.
Largest Country: the largest country allocation when grouping by country. This summary changes with the selected grouping.
Total: the exposure value represented by the results. A filtered view can also show the wider total for comparison.
Values are displayed in your portfolio’s base currency.
Explore a Position
The chart gives you a visual overview of the relative size of exposures.
Below it, the Positions table shows each position’s name, contributing investments under Held through, % of portfolio and Value.
Select a position’s row to open its breakdown.
For help tracing the contributing investments, see Find Company Exposure and Fund Overlap in Portfolio X-Ray.
To change the date, chart or grouping, narrow the results or download a spreadsheet, see Filter, Group and Export Portfolio X-Ray.