Portfolio Analysis presents your holdings across the different portfolios in different dimensions such as Asset Class, Industry, Currency, Region, Market capitalization, Instrument Group and Instrument type (to be selected from the drop-down menu ‘Category’). This enables you to carry out an in-depth analysis of your investment holdings across all portfolios.
Please note that parameters like Industry Exposure and Market Capitalization represent analysis only for the equity shares held either directly (in the Non-Deutsche Bank Portfolio) or via the Mutual funds schemes across all portfolios.
This analysis is possible for all the portfolios put together as well as for any single portfolio selected from a drop-down menu ‘Portfolio Type’.
*This module is available only for Private Banking customers.