Allocations
View your portfolio's asset allocation, sector breakdown, and regional exposure.
Contributions & Withdrawals
External Flows Summary
Net deposits/withdrawals over the canonical performance range, using the same external flow identification as the portfolio TWR/MWR calculations.
Flows Over Time
Positive bars represent deposits; negative bars represent withdrawals, aggregated by trade date.
Flow Table
Net external flows by date. Positive values are net deposits; negative values are net withdrawals.
External flows are derived from the same cash-flow identification logic used for portfolio TWR/MWR (see performance_api.get_portfolio_flows_by_date). Values represent net deposits/withdrawals by date; they should not be used as standalone performance metrics without considering returns and fees. For investor-level KPIs (investment and gains), refer to the main Overview and Performance pages.