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PORTFOLIO MANAGEMENT TOOL

Please note that our portfolio tool is still in BETA mode
It works well when adding companies that exist in our platform, however we are experiencing issues when adding companies/EFTs/Funds which we do not currently cover
Basic portfolio tools tend to be clunky, slow and cannot manage items such as dividend splits - resulting in incorrect portfolio performance figures
The Robur portfolio management tool has been designed around accuracy, transparency and ease of use.
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track your portfolio perfomance

  • Benchmark your performance against beta
  • Graphical overview of portfolio gains
  • Simple excel input means no learning curve
  • Currency fluctuations taken into account
  • Fundamental breakdown
  • Measure true alpha returns
  • Export to PDF, EXCEL & CSV
  • Sector & Industry Breakdowns

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