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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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