A group of the largest volume of traded assets held by an investor.
By default 10 assets in are displayed in top 10 holdings but this number can be changed on customer´s request.
How to edit Top Holdings
Go to Portfolio Composition / Top Holdings. Insert either a holding name or its symbol (ticker) and then set its weight or return contribution values (optional).
How to upload Top Holdings
The data can be uploaded from an excel file. Please see Import Custom Instruments / Calculate Instruments from Trades.
Top Movers Up/Down & Top Positive/Negative Contributors
It’s also possible to highlight the largest contributors to performance or the biggest detractors from strategy return. Available only for customers with a custom template.