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A Simple Way of Looking at Return Attribution in Your Portfolio

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Portfolio V2

Last Updated on Dec 13, 2022 by

A change of perspective can do wonderful things in your life! At best, it allows you to look at things in a new light and open up new possibilities. Aligned with this, we have improved how ‘Portfolio’ looks on Tickertape, so you know the return attribution of your portfolio in one glance.

Update 1: Return attribution based on sectors and market cap

Our renewed Portfolio features an interactive tree map to give you a visual aid on the return attribution based on sectors and market capitalisation. Simply put, return attribution allows you to identify the source of your returns.

Image showing return attribution based on the market capitalisation.

For instance, when analysing your investment portfolio, you may want to track the sectors and the market capitalisations that have contributed the most to your returns. And you may want to do this daily. With our new update, it is possible to track return attribution on a daily basis and also get a holistic view of total returns.


Update 2: Categorise your portfolio based on sectors, market cap, and smallcases

The second update is no less exciting. You can now categorise each of the holdings of your portfolio based on sectors, market capitalisation, and smallcases.

That’s not all! You can dive deeper and understand how each holding of your smallcase portfolio has been performing on Tickertape itself.

Act now, update Tickertape app!

You are the manager of your portfolio, and so are responsible for how it performs. So update the Tickertape app and start tracking your portfolio performance in a better way using this visually appealing chart. Track stocks and ETFs, based on the sectors or market capitalisations, that have given the highest returns and those that have been eating into your profits.

The all-new Portfolio is available on mobile, update Tickertape app now.

Harsh Paul
Latest posts by Harsh Paul (see all)

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