I. For an overview of all your investments
The performance of all your investments will be available on the main dashboard of your Endowus account. This is the page you see when you first log in to your Endowus account.
Your investment value will show the aggregated value of all your investments according to the display currency you’ve selected for your account.
Every investment goal you have will display its simple return, according to its denominated currency, i.e. if you invested in an HKD denominated fund/ portfolio, we will show return numbers in HKD whilst if you invested in a USD denominated fund, you will expect to see the return numbers in USD.
Example of an HKD denominated goal:
Example of a USD denominated goal:
ii. If you want more details about your returns
[On Web App]
If you’d prefer a more comprehensive breakdown of your investments, please go to the Performance tab of your account to view your portfolio performance.
You can click on the drop-down menu to view your performance for each goal, or across all your goals for various time periods.
Your expected returns very much depend on your asset allocation and market conditions.
[On Mobile app]
On the dashboard of your mobile app, select the “View Breakdown” option under the hero investment value of your account for a more detailed breakdown of your performance.
iii. How do I see the impact of currency fluctuations on my investments?
If you would like to see how currency fluctuations might have impacted your foreign currency investments, head over to the Performance tab of your account and select the specific goal.