How do I view my profits and losses?
We are sure you are curious to know how well your investments are performing at Revix, and we recommend that you regularly check in on how they’re doing.
You can easily view your the performance of your investment as well as visualise how your balance has changed over the last day, month, 3 months, 6 months and year by following the steps below:
Sign into your Revix account on the app or on our website.
You will land on your portfolio page where you can see the value of your portfolio as well as a list of your holdings.
The default time frame is set to 24 hours and will show your profit or loss as a percentage in green or red respectively over that period.
You can change the period by following the below steps:
On the app:
Select the filter icon (on the right hand side of your holdings) and you’ll be able to navigate between the following time intervals: 1 day, 1 month, 3 months, 6 months and 1 year.
n addition to viewing the time interval, you are also able to change your view between returns, units, values and portfolio weighting.
View your profit and loss on your holdings indicated in green and red respectively.
On desktop:
Select the "time frame dropdown" (on the far right hand site of your performance graph) and you’ll be able to navigate between the following time intervals: 1 day, 1 month, 3 months, 6 months and 1 year.
View your profit and loss on your holdings indicated in green and red respectively.
Navigate round the graph to see the performance of your portfolio over the selected time interval.
You can easily view your the performance of your investment as well as visualise how your balance has changed over the last day, month, 3 months, 6 months and year by following the steps below:
Sign into your Revix account on the app or on our website.
You will land on your portfolio page where you can see the value of your portfolio as well as a list of your holdings.
The default time frame is set to 24 hours and will show your profit or loss as a percentage in green or red respectively over that period.
You can change the period by following the below steps:
On the app:
Select the filter icon (on the right hand side of your holdings) and you’ll be able to navigate between the following time intervals: 1 day, 1 month, 3 months, 6 months and 1 year.
n addition to viewing the time interval, you are also able to change your view between returns, units, values and portfolio weighting.
View your profit and loss on your holdings indicated in green and red respectively.
On desktop:
Select the "time frame dropdown" (on the far right hand site of your performance graph) and you’ll be able to navigate between the following time intervals: 1 day, 1 month, 3 months, 6 months and 1 year.
View your profit and loss on your holdings indicated in green and red respectively.
Navigate round the graph to see the performance of your portfolio over the selected time interval.
Updated on: 10/05/2023
Thank you!