Tracking Portfolio Performance

From the home dashboard in Allio, select Invest from the navigation menu that runs horizontally along the bottom of your screen. This will take you to the Portfolios section of Allio where you can see how your portfolios are performing.

Right up top, you'll see a prominent chart on this screen which shows the total value of your combined Allio portfolios and how that value breaks down among the different portfolios.

You can also monitor the performance of your individual portfolios as well as the:

To get a more detailed view, you can select Details for one of the portfolios and get a well rounded view of how it’s performing.

Once you drill down to take a closer look at one of your portfolios, you’ll have three tabs along the top of the screen: Allocations, Performance, and Projections.

Your allocations are how you’ve split up your total investment between the assets in a particular portfolio. In this example, the managed portfolio has seven different assets: U.S. and International Equities; Commodities; Fixed-Income; Real Estate; Short-Term Investments; Currency; and cash.

You can see how they’ve performed and the expected vs actual return. You’re also provided with the Expense; Sharpe; and Sortino Ratios to give you even more insight into how your selected portfolio is performing.

By tapping the downward carrot on each asset class, you can then see details of each position, including the current performance and specific allocation of funds.

The performance of each individual ETF or stock can be seen by tapping the View Performance link. This will lead you to the individual assets home page which gives:

The Performance tab shows your latest portfolio balance; principal invested; current returns; expected dividends; and a visual overview of your portfolio’s performance.

From this view, you can:

The Projections tab displays your potential returns based on consistent contributions to your account until retirement, using Allio’s projection models. To get the most accurate estimate, you can update your retirement age and the amount you contribute in this view by tapping the pencil icons next to these variables.