- Dashboard overview
- Viewing a detailed breakdown of returns
-
Viewing the impact of currency fluctuations
Dashboard overview
When you log in to your Endowus account, the main dashboard shows the aggregated value of all your investments in your selected display currency.
The dashboard's Total return includes the historical returns of all goals on your account, including deleted goals and goals that have been fully redeemed.
Each investment goal displays its simple return in its denominated currency: SGD goals show returns in SGD, and USD goals show returns in USD.
Example of an SGD-denominated goal
Example of a USD-denominated goal
Viewing a detailed breakdown of 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, click on the small chart icon on the bottom ride part of the performance chart for a more detailed breakdown.
Viewing the impact of currency fluctuations
To see how currency movements may have affected your foreign currency investments, go to the Performance tab and select the relevant goal.