Top 5 Positions

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Introduction

The Top 5 Positions widget highlights your highest-performing investments, making it easy to track the most impactful assets in your portfolio.

It automatically displays the top five positions by growth, excluding cash, deposits, loans and granted loans and reflects performance across all accounts linked to your profile.

What It Shows:

This widget gives you a quick snapshot of:

• Your top 5 positions based on performance.

• The current value (AUM) of each position in your portfolio’s base currency.

• The name of the instrument or asset.

How It Works:

• Ranks positions automatically based on real-time performance data.

• Updates dynamically as new transactions are processed or as market values change.

• Filters out non-growth-focused assets (e.g., cash, deposits, loans).

Use Case / Scenario:

Use this widget to:

• Identify key growth drivers in your portfolio.

• Quickly monitor top-performing investments.

• Inform your rebalancing or profit-taking strategy.

• Stay focused on assets that are delivering the most value.

This widget is ideal for clients who want a performance-first view of their portfolio without having to dig through full position tables.