The Fund Holding screen,
accessed via the 'My accounts' option on the header bar, displays all holdings
under your respective portfolios.
The Holding Valuation graph displays the aggregate holding value across all
your portfolios over time.
The valuation line displays your holding valuation including changes to market
value
The contribution line displays the contributions you have made
The are where the valuation line exceeds the contribution line represents a
Gain on investment
The are where the valuation line is exceeded by the contribution line
represents a Loss on investment
The current gain/loss on investment is displayed at the top of the Pod.
The Fund Breakdown graph displays the fund breakdown of your holdings
Information on this screen may be filtered to:
Display data for all portfolios
Display data for a particular portfolio
Display data for a particular period of time (Holding valuation graph)