Thematic Baskets performance
TradeSocio NewUX Investor Experience
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TradeSocio NewUX Investor Experience
Last updated
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Each Thematic Basket available on the platform can be analyzed using the performance module.
Performance module summarizes all details about the selected basket, like basket description, current price, growth analysis, statistical parameters and underlying holding details.
Pick an Thematic Basket from the list and click to activate it and review performance module. The calculations will be done instantly considering the up-to-date values streamed from the provider for each of the underlying products.
Scroll through the page to check all the parameters.
The top part of the performance page includes description of the product and the current performance statistical analysis.
The graph shows the variation of the return of the fund in the certain periods of time. You can navigate the chart by choosing the relevant time-frame from the drop-down menu.
Performance period table represents the values of basket performance during a specific period of time.
Benchmark performance table represents the values of the chosen ETF performance during a specific period of time.
The top holdings chart represents the percentage distribution of each stock (or other investment product) value in this particular basket.
Assets chart represents the form of assets of the fund and their percentage value.
The regions chart represents the percentage distribution of the assets ownership across the regions for this particular basket.
