--- title: How Do I Access and Navigate the Portfolio Section? description: Navigating portfolio section --- [Skip to content](https://help.yeeld.com/how-to-access-and-navigate-the-portfolio-section#main-content) ![Logo - Colour Grey Text V1 (1)](https://help.yeeld.com/hs-fs/hubfs/Logo%20-%20Colour%20Grey%20Text%20V1%20(1).png?width=200&height=59&name=Logo%20-%20Colour%20Grey%20Text%20V1%20(1).png) - [Privacy Policy](https://yeeld.com/privacy-notice) - [T&Cs](https://yeeld.com/terms-and-conditions) - [Glossary of Terms](https://yeeld.com/glossary-of-terms) Open main navigation Close main navigation - [Privacy Policy](https://yeeld.com/privacy-notice) - [T&Cs](https://yeeld.com/terms-and-conditions) - [Glossary of Terms](https://yeeld.com/glossary-of-terms) Find what you’re looking for. - There are no suggestions because the search field is empty. 1. [Yeeld Support Centre](https://help.yeeld.com/?hsLang=en-gb) 2. [Investing & Portfolio](https://help.yeeld.com/investing-portfolio?hsLang=en-gb) 3. [Investment Options Overview](https://help.yeeld.com/investing-portfolio?hsLang=en-gb#investment-options-overview) # How Do I Access and Navigate the Portfolio Section? ## Learn how to view your investment products, monitor performance and manage your portfolios in the Yeeld app. The **Portfolio** section is available to **Yeeld Companion** members and is your central hub for managing your investment products. From here, you can view all of your investments, track performance, add or withdraw money, and explore detailed information about each portfolio. --- Portfolio Overview When you open the Portfolio section, you'll see an overview of all your investment products. This dashboard combines information such as: - Your total portfolio value. - Overall gains and losses. - Total deposits. - Total withdrawals. You can then switch between your individual investment products, including your: - Stocks & Shares ISA. - General Investment Account (GIA). - Self-Invested Personal Pension (SIPP). This makes it easy to see both your overall investments and each portfolio individually. --- Deposit and Withdraw Money From the Portfolio home screen, you can quickly: - Add money to your investment products. - Withdraw money from eligible investment products. These shortcuts make it easy to manage your investments without navigating through multiple screens. --- Viewing an Individual Portfolio Selecting one of your portfolios opens a detailed view of that investment product. Here you'll find information including: - The fund your money is invested in. - Your portfolio value. - Available cash balance. - Total deposits. - Total withdrawals. - Overall profit and loss (P&L). This gives you a complete picture of how each investment product is performing. --- Performance Charts and Insights Each portfolio includes a range of charts and visual insights to help you understand your investments. These may include: - Portfolio performance over time. - Asset allocation. - Regional exposure. - Sector allocation. These visual summaries make it easy to understand how your investments are diversified. As your portfolio is professionally managed, you don't need to buy or sell investments yourself. Your chosen investment strategy is managed on your behalf. --- Statements and Documents You can access statements for each investment product by: - Opening the portfolio and selecting **Options**, or - Going to **More → My Documents → Investment Statements**. This allows you to view and download your investment statements whenever you need them. --- Account History Each portfolio includes a complete account history, allowing you to view: - Deposits. - Withdrawals. - Applicable fees. - Other investment account activity. This provides a clear record of everything that's happened within each investment product. --- Recurring Payments If you'd like to invest regularly, you can set up recurring payments. This allows money to be added to your chosen investment product automatically on a schedule that suits you, making it easier to build your investments over time. --- In Summary The Portfolio section allows **Yeeld Companion** members to: - View all investment products in one place. - Track overall portfolio performance, gains and losses. - Switch between ISA, GIA and SIPP investment products. - Deposit and withdraw money quickly. - View detailed portfolio information, charts and insights. - Access investment statements and account history. - Set up recurring payments to invest automatically. The Portfolio section provides everything you need to monitor and manage your investment products from one convenient place. - [Getting started](https://help.yeeld.com/getting-started?hsLang=en-gb#main-content) - [Opening an Account](https://help.yeeld.com/getting-started?hsLang=en-gb#opening-an-account) - [Navigating the App](https://help.yeeld.com/getting-started?hsLang=en-gb#navigating-the-app) - [Setting Up Your Profile](https://help.yeeld.com/getting-started?hsLang=en-gb#setting-up-your-profile) - [Account Management](https://help.yeeld.com/account-management?hsLang=en-gb#main-content) - [Managing Your Yeeld Account](https://help.yeeld.com/account-management?hsLang=en-gb#managing-your-yeeld-account) - [Currency Wallets](https://help.yeeld.com/account-management?hsLang=en-gb#currency-wallets) - [Account Closure](https://help.yeeld.com/account-management?hsLang=en-gb#account-closure) - [Sending and receiving payments](https://help.yeeld.com/account-management?hsLang=en-gb#sending-and-receiving-payments) - 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[Escalation Process](https://help.yeeld.com/customer-support-and-feedback?hsLang=en-gb#escalation-process) - [Feedback and Suggestions](https://help.yeeld.com/customer-support-and-feedback?hsLang=en-gb#feedback-and-suggestions) - [Penny (AI Assistant)](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#main-content) - [Introduction to 'Penny'](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#introduction-to-penny) - [Core Features of Penny](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#core-features-of-penny) - [Engaging with Penny](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#engaging-with-penny) - [Visual Aids and Insights](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#visual-aids-and-insights) - [Performing Actions with Penny](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#performing-actions-with-penny) - [Summary Reports with Penny](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#summary-reports-with-penny) - [Support and Escalation](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#support-and-escalation) - [Limitations and Premium Features](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#limitations-and-premium-features) - [Compliance and Sensitivity](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#compliance-and-sensitivity) - [Complaints](https://help.yeeld.com/complaints?hsLang=en-gb)