Portfolio Health Check
The Portfolio Health Check displays the overview health updates for a portfolio, such as an account information, asset allocation details, investment constraints, and instrument recommendations for a particular Advisory Portfolio.
Feature Description
To view detailed information on your Portfolio Health Check, follow these steps:
- On the Portfolio Health section, click Health Check. The Portfolio Health Check screen appears.
- Account Information - This section provides overview information about the selected portfolio, including the Total portfolio Value, the Unrealized P& L, and Today's P& L.
- Asset Allocation - This section displays the asset value in various segments, such as Current Weight and Strategy Weight. It can be extended to more levels.
- Risk Analysis - This section provides information about the portfolio risk.
- Investment Constraints - This section briefs about the investment constraints for an advisory portfolio.
- Recommended Instruments - This section briefs about the recommended instruments for an advisory portfolio.
- View your portfolio health updates, and then click Contact Advisor to contact an advisor.
- You can send a message, chat or directly call the advisory team.
- After taking the necessary action, click Close to close the advisory screen.
Portfolio Health Check
The Portfolio Health Checkscreen displays the following details:
The Contact Advisor screen appears.
Contact Advisor
Here is the video that provides insight on Portfolio Health Check.
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