How do I track my portfolio performance?
Last Updated last year
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You can track your portfolio’s performance anytime through your Axe Dashboard or the Portfolio Overview page.
Each portfolio view includes:
- Current Value: The live market value of your holdings.
- Invested Amount: The total capital you’ve deployed so far.
- Returns (Absolute & CAGR): How much your portfolio has grown over time.
- Allocation Insights: Breakdown by stocks, sectors, and market caps.
Axe also provides performance charts to help you visualize your journey — whether you’ve been invested for weeks or years.