The holdings view now brings positions, cash, valuations, and strategy drift into one portfolio overview.
It is designed for investors who want to review long-term allocations without rebuilding the portfolio in a spreadsheet.
Holdings table
Each holding shows asset type, category, currency, quantity, invested amount, current value, gain, target allocation, actual allocation, and drift.
Cash balances
Cash is shown alongside investments so available capital is visible before reviewing rebalancing options.
Valuation status
Value dates and stale value indicators help show which positions are ready for review and which need updated valuations first.