How to view your portfolio and asset holdings

Once you’re logged into Finslice, you can easily access your portfolio by clicking on “Portfolio” at the top of the main page.

In your portfolio, you’ll see:

  • Portfolio Value – the total value of your holdings, calculated as:
    Portfolio Value = Asset Value + Wallet Credit

  • Wallet Credit – your available balance for buying assets.

  • Asset Allocation – shows what percentage each asset represents in your overall portfolio.

  • Your Positions – a breakdown of all the assets you own.

 

This overview helps you track your investments and see how your portfolio is structured at a glance.

Was this helpful?