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How do I keep track of my portfolio(s)?
How do I keep track of my portfolio(s)?
Gael Minon avatar
Written by Gael Minon
Updated over a week ago

You can follow the evolution of your portfolio(s) at any time on our platform or from the website or via the app on your phone.

Each quarter, we will send management reports which contain a summary of your assets and performance, the different types of movements that have appeared on your account and your customer information and risk profile. You can access management reports at any time from your customer area.

To do this, follow these steps:

  1. Log in to your customer area

  2. Navigate to your user tab at the top right

  3. Select the option "My reports".

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