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Analyze investment plan against portfolio limits

Analyzing investment plan against portfolio limits lets you notice if executing your investment plan will break your limits. The analysis uses your portfolio's investment plan and current market value. Actual positions or outstanding trade orders are not taken into account.

Example:

You have an investment plan linked to your portfolio that consists of Stock A, Stock B, Bond C, and Fund D with a 25% share each. Your portfolio's total market value is 100 000 €.

Expected position:

Expected position is calculated by dividing the portfolio's total market value by the weights of the positions in the investment plan. Each expected position's market value is 0,25 * 100 000 € = 25 000 €.

To analyze the portfolio investment plan against portfolio limits:

  1. Open the Portfolio window, Limits → Investment plan tab.

  2. Click Analyze investment plan limits. To learn more about limit analysis, see Limit analysis.

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