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Useful Account Analysis at the tap of a finger

Portfolio Analytics, a free tool, provides in-depth investment analysis and statistics in an easy-to-understand format.

Portfolio Analytics

In-depth investment statistics in an easy-to-understand format

Balance

View your historical balance

Get a quick overview of your total deposits, withdrawals, fees and profit/loss. Visualise how your portfolio has grown over time.

Profit/Loss

Monitor your portfolio’s performance

Empower yourself to make smarter investment decisions with data-driven analysis of your portfolio.

Fees

Every single cent is accounted for

Get full transparency on your investment including fees paid per asset.

Allocation

Diversify your assets

Manage risk effectively and get insights into the weighting of your portfolio with a percentage breakdown of your assets.

Balance
Profit/Loss
Fees
Allocation

View your historical balance

Get a quick overview of your total deposits, withdrawals, fees and profit/loss. Visualise how your portfolio has grown over time.

Monitor your portfolio’s performance

Empower yourself to make smarter investment decisions with data-driven analysis of your portfolio.

Every single cent is accounted for

Get full transparency on your investment including fees paid per asset.

Diversify your assets

Manage risk effectively and get insights into the weighting of your portfolio with a percentage breakdown of your assets.

Access Portfolio Analytics for free in the SwissBorg app

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Explore more features in the SwissBorg app

CHSB Token

CHSB Token

Smart Yield

Smart Yield

Supported Assets

Supported Assets

Rewards Program

Rewards Program