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Top Holdings


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.


  1. James Bridgewater January 11, 2022 at 5:58 pm - Reply

    I have updated the instruments section in your portal but they are not displaying correctly, can you re-align them please.

    In addition could you add IBKR as my custodian.

    • admin January 12, 2022 at 1:50 pm - Reply

      The chart was fixed. Some of the holding names were too long and had to be shortened.

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