¶ Overview Page
When you login into your Altoo Wealth Platform, the first thing you will see is your Overview page which is designed to give you clear overview of your total wealth via the following information blocks…
¶ Change in Wealth
The change in wealth block shows you not only your daily updated total wealth – it shows you the values of your relevant performance drivers: unrealised and realised profit, income and expenses.
¶ Allocation
Below the change in wealth section an Allocation block provides you with a summary of your asset and currency allocations as well as sector information and exposures so that you can assess your risks and opportunities.
¶ Highest and lowest performers
The Highest and lowest performers block provides an overview of the biggest performance drivers on portfolio, asset classes and single item level, which can be ordered by either performance in cash or performance in percent.
From your platform header, you also always have the flexibility to set the performance calculation date range to meet your exact needs or select a standard range like ‘Year to Date’ or ‘Since Inception’.
¶ Custodians and portfolios
The Custodians and portfolios block gives you an overview of all banks and the portfolios they contain. Which you can organise by value, performance in cash or performance in percent.
¶ Wealth structure
The Wealth Structure gives you a great overview over all your different structure, legal entities and portfolios on one page.
¶ Upcoming events
In the upcoming events block you will find all assets with an expiry date e.g. loans or bonds.
¶ Expected net cashflows
The cashflow report gives you an overview of all expected net cashflows per currency and time period.
