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  • compare the performance of the portfolio with the performance of a benchmark
  • etc

 

To obtain data based on a Portfolio you must place the Ecoportfolio function as a "Ticker" in the Economatica function.

In the example below we have an Economatica function showing the YTD Return of a list of assets and the asset that is in the cell A6 (My Investments) is a portfolio created using the Ecoportfolio function

 

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There are two different types of portfolios. The difference between them is the type of information used to define the portfolio. You must choose the type that is compatible with the information you have about the holdings. The two types are:

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