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Breakdown by portfolios

Portfolios as a new dimension in the allocation chart.

If you have more than one portfolio in DivvyDiary, you will now find the new dimension portfolios in your allocation charts. This allows you to see the distribution of your portfolio value and your dividends across your portfolios at a glance.

Allocation of your securities by portfolio.

Allocation of your securities by portfolio

Allocation of your dividends by portfolio

Allocation of your dividends by portfolio

The following dimensions are now available for evaluation in DivvyDiary:

  • Securities
  • Sectors
  • Security type
  • Country
  • Portfolios
  • Currency

and of course our DeepDive for ETFs and funds.

You can also test all analyses in our Live Demo Portfolio.

We wish you further good dividend yields

Max & Johannes