Our Market Data Partners
Our Integration Partners
more integration partners coming soon
Dashboard Help
illio Business
What you can do
- Your dashboard gives you a high-level overview of the portfolio
- The top line displays key value and performance metrics
- Compare your performance against a benchmark
- Breakdown your P&L by Asset Class, Sector, Geography, Currency or Account/Custodian
- See your best and worst performing positions
- View upcoming corporate actions and events occurring in your portfolio
Tips to remember
- Click the 5 colored donuts to breakdown your portfolio by Asset Class, Sector, Geography, Currency or Custodian
- How you break this down, affects how the P&L chart is filtered
- Change the period in the section on the left-hand side labelled Period
- Change your benchmark in Portfolio Settings
- View your performance against your net investments by sliding from Performance to Value
- Historic P&L is the P&L you uploaded prior to the system’s inception date
