How Do I Access and Navigate the Portfolio Section?

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.