Wealth Portal

Available widgets

The widgets provided for you are available on the various tabs. On the “Overview” tab in particular, you can choose from all widgets for the display. On the other tabs, you will only find the widgets that make sense for this area. The tabs at a glance:

  • “Overview” tab

  • "Positions” tab

  • "Transactions” tab

  • "Performance” tab

Examples of widgets:

Positions, Transactions, Performance (Chart), Asset Allocation, Exposure (Bar), Exposure (Pie), ...