*Available in France only.
You can easily display all the details about your existing Managed Plans in the Shares app, by opening the main Invest screen in the app and either:
scrolling down to the Plans and Orders section and selecting Investment Plans. Here you can find all your active Investment Plans. Or,
you can also find your Managed Plan under your Portfolio section. Tap on your Managed Plan to display all its details.
On top of the screen you can find the name of your Managed Plan and the current value of your investment. Below you can find the key information about your investments in this Plan:
All-time: shows the market performance of investments made with this Plan. It’s calculated by dividing the total return of its investments by the initial price paid, excluding the transaction costs.
Gain/Loss: this section displays the gain or loss on the currently open positions in the selected Plan. It’s calculated by subtracting the invested amount from the position value, excluding the transaction costs. This section includes any dividends earned from the assets included in the Plan.
Invested amount: shows the amount you’ve invested in this Plan so far.
Allocation: displays the percentage of your entire Portfolio that this Plan makes.
Below the key information you can find the Plan details section. Tap on it to view: the Plan’s creation date, the linked payment method, date of the next buy order of the Plan, frequency of the Plan, number of included assets and amount invested in the Plan on a recurring basis. Here you can also find the links to the Acknowledgments of the selected Plan.
Below the Plan details you can find all the assets included in the Plan, together with details of their performance. Tap on the two arrows displayed in the top-right corner of this section, to choose how you want to sort your investments. You can choose between the following options:
Daily return in %,
All-time return in %,
Gain/loss in EUR,
Allocation of your portfolio in %.
On the bottom of the screen you can see the Activity section, showing all completed executions of this Plan.
To check how to view the details of your Custom Plans, check our article: Where can I find the details of my Custom Plan?.