*Available in France only.
The Portfolio section is the main dashboard of the portal, where you can view your current investments managed by your Wealth Manager.
What do I see in the Portfolio?
Portfolio Overview:
Invested amount – total amount you invested in currently held positions, excluding the transaction cost.
Gains/losses – shows the gain / loss on the currently invested amount — this excludes transaction costs.
Overall portfolio performance – shows the market performance of investments made.This is calculated by dividing the total return of its investments by the initial price paid, excluding transaction costs.
Investment Plans:
Current Plans status (e.g., awaiting approval, next billing date)
List of all active Plans
Investment Plan details (by clicking on a specific plan):
All-time performance
Gains/losses
Invested amount
Allocation across assets
Creation date, recurring investment details, advised management fee
Assets within the Plan:
You can view them by position value, number of units or ISIN
You can sort the assets by:
All-time return
Gain/loss
Allocation
Next to each asset, you see its performance in percentage
Once you click on a given asset, you can see more details such as:
Position value
Gain/loss
Total purchase (shows the total amount of money invested in this asset — excluding transaction costs)
Quantity
Performance (describes how well the open positions of this asset are performing (all-time))
Allocation
Switching between CTO and PEA
By default, the CTO account is displayed.
If you also have a PEA, you can switch views by clicking on the account name at the top and selecting PEA to view your PEA Plans’ details.
Even if no investment has been made yet, you can still see the PEA status (open date, exemption date, deposit limit).
If you have any questions about accessing or using the portal, our Support team will be happy to help at support-team-pro@shares.io. For any inquiries regarding your investments or account information, please reach out to your Wealth Manager directly.