Portfolio analysis demo
Portfolio Analysis is a powerful tool that will make managing your portfolio easier. The service analyses all of the investments you hold, and X-rays your unit trusts, to build a detailed picture of your entire portfolio.
It covers funds, shares, corporate bonds and gilts held in the Vantage ISA, SIPP and Fund & Share account. ISAs and funds which are held outside of Vantage are also included, so long as we are registered as your broker.
To give you an idea of how the service works we have provided an example of the interactive analysis. This example doesn't allow you to add or remove holdings and look at how the changes would affect your portfolio, as you can in the real thing, but it does show you what the analysis includes.
To view an analysis of your own portfolio log in to your account and, from your Portfolio Overview, select the Portfolio Analysis tab.
If you are not already a client of Hargreaves Lansdown you can still benefit from the service by transferring existing investments to Vantage or registering for the Fund Watch service.
Important information
Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice.
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