¶ Top navigation bar
¶ Watchlist
The Watchlist allows you to compile an extract of your preferred assets regardless of the type of item (asset, portfolio, legal entity etc.)
This handy watchlist is also displayed on your mobile device (if you enable this feature)
¶ Search / Find
Find all your wealth information simply by using the Find function. Here you can search for any kind of wealth item: e.g.: stock, portfolio, legal entity, collection, etc. from any page on the Altoo platform.
¶ Data Range Selection
The data date range selector allows you to quickly change the date range, the value and performance calculations.
¶ Reporting Currency Selector
You can freely choose your reference currency to any foreign currency.
