Asset Class Performance Widget

AVAILABLE IN:

Introduction

The Asset Class Performance Widget provides a visual overview of how each asset class in your portfolio has performed over time. It allows you to track trends, identify high-performing or underperforming asset classes, and make informed decisions about portfolio allocation.

How to Use the Widget

Select Asset Classes:
- Click on the asset class names to show or hide their performance line on the chart.
- Multiple/All asset classes can be selected at the same time.

All Asset Types on Platform:

The widget tracks the same asset types as the Asset Class Widget:

Alternative Assets
Cash
Certificate
Commodities
Crypto
Deposit
Derivative
Equities
ETF
Fixed Income
Funds
Futures
FX
Granted Loan
Hedge Fund
Index
Intangible Asset
Loan
Mutual Fund
Options
Other
Private Equity
Repo
SP
Tangible Asset

Chart Layout Explained:

Element	What It Shows
X-axis	Time periods in months with the year indicated. Example: Jan'25, Feb'25,…
Y-axis	Performance values (positive in green, negative in red, zero as 0%).
Lines/Colors	Each asset class is represented by a line in a distinct color.
Asset Class Selector	List of asset classes on the vertical line (at the bottom). Click to select/unselect asset classes to display on the chart.

Interpret Performance:
- Green values indicate positive returns.
- Red values indicate negative returns.
- Zero or flat line represents no change in performance.
Time Analysis:
- Review trends across months to see which asset classes contributed most to portfolio performance.
- Identify periods of strong or weak performance for specific asset classes.
Comparison:
- Compare multiple asset classes on the same chart to understand relative performance.
- Hover over the lines to see exact performance values at each month.

Usage Scenarios

Evaluate which asset classes are consistently performing well over time.
Detect underperforming asset classes and consider rebalancing.
Use as a visual reference to communicate portfolio performance trends to clients or internal teams.