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Porfolio Analytics Chart

Powerful portfolio reporting at the tap of a finger

Portfolio Analytics is a free portfolio analysis tool, featuring in-depth investment statistics

in an easy-to-understand format.

Mobile Device

View your historical balance

Get a quick overview of your total deposits, withdrawals, fees and profit/loss. Visualise how your portfolio has grown over time.

Monitor your portfolio’s performance

Empower yourself to make smarter investment decisions with data-driven analysis of your portfolio.

Every single cent is accounted for

Get full transparency on your investment including fees paid per asset.

Diversify your assets

Manage risk effectively and get insights into the weighting of your portfolio with a percentage breakdown of your assets.

Mobile Device

View your historical balance

Get a quick overview of your total deposits, withdrawals, fees and profit/loss. Visualise how your portfolio has grown over time.

Monitor your portfolio’s performance

Empower yourself to make smarter investment decisions with data-driven analysis of your portfolio.

Every single cent is accounted for

Get full transparency on your investment including fees paid per asset.

Diversify your assets

Manage risk effectively and get insights into the weighting of your portfolio with a percentage breakdown of your assets.

Access Portfolio Analytics for free in the SwissBorg app

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Scan QR code to download the App

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