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What is included in the Leader’s Portfolio?
What is included in the Leader’s Portfolio?
Updated over 7 months ago

What is included in the Leader’s Portfolio?

a) Full breakdown of the leader’s portfolio by asset class to individual trades, with the ability to further filter it by investment periods and open/closed trades.

b) The portfolio data can be modelled based on the following filters:

i) Open trades

ii) Closed trades

iii) Period

iv) Asset class

v) Consolidated view

vi) Individual trades view

c) The footer of the section includes:

i) From – The start date of the evaluated period.

ii) To - The end date of the evaluated period.

iii) Trades – Count of trades placed by the leader during the selected period.

iv) Profitable – The percentual profitability of the leader during the selected period.

v) P/L % - The total percentual profit or loss recorded by the leader during the selected period.

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