We’ve upgraded the portfolio features to introduce a range of new functionality, such as:
- Support for cryptocurrency
- Enhanced portfolio currency support
- Model portfolio returns in Watchlists
Cryptocurrency Holdings
Cryptocurrency securities are now supported as a holding across My Portfolio, Model Portfolios, and Client Portfolios.
To add a cryptocurrency to your portfolio, simply search by ticker symbol, name, or use the Crypto category in the security search window. Once added, the cryptocurrency holdings will be included in your portfolio's performance and feature across exposure exhibits.
Enhanced Portfolio Currency Support
We’ve expanded the number of supported portfolio currencies for My Portfolio, Model Portfolios, and Client Portfolios from 12 to more than 90.
Now you can manage your investments in the currency that works best for you.
Model Portfolio Returns in Watchlist
Easily track the total annual returns of your Model Portfolios directly within the Watchlist. To view returns, select your Model Portfolios in the ticker picker, navigate to the column selection menu, and use the search bar to find and add the 'Total Return' columns.
