Customizing Your Default Portfolio View in Vyzer
The Default Portfolio View feature allows you to customize how your portfolio is displayed whenever you log in. This does not change your actual asset allocation but simply sets your preferred way to view your portfolio, making it easier to track your investments based on the categories most relevant to you.
You can choose to display your portfolio by asset classes, risk levels, entities, sponsors and more, ensuring that the information most important to you is always front and center. Follow the steps below to configure your default portfolio view.
Steps to Set Your Default Portfolio View
1. Access the My Portfolio Page
Log into your Vyzer account.
Navigate to the My Portfolio page.
Locate the "Allocate By" dropdown menu.
2. Select Your Preferred Portfolio View
Click on the "Allocate By" dropdown.
Choose how you want to display your portfolio from the available options:
Asset classes
Categories
Custom classes
Custom sub-classes
Entities
Currencies
Risk level
Liquidity level
Institution / sponsor
3. Set Your Default View
Click the "Allocate By" dropdown again.
Look for the pin icon labeled "Set Default View".
Click the pin icon to save your selection.
4. Confirm Your Default Portfolio View
Once set, your default portfolio view will be applied automatically every time you log in.
A pin icon will appear next to your selected view, confirming it as your default.
Your portfolio will always be displayed according to your saved preference, ensuring quick access to the insights that matter most to you.
Key Notes:
This feature does not change your actual asset allocation—it only controls how your portfolio is displayed.
Default views can only be set from the My Portfolio page.
You can update or change your default view at any time using the same steps.
By setting a default portfolio view, you streamline portfolio management and ensure that the insights most relevant to you are always front and center.