A powerful online tool offering you instant access to your investment data.LWM Online allows you to report and summarise all aspects of your investments.
There are screens which summarise your portfolio ranging from an overall "real time" valuation to detailed performance and analysis of each investment.
This example of a summary of investments shows some of the detailed information which you can access about your porfolio.
Rather than carry out your research elsewhere, you have full access to the most detailed information about Markets, funds, stock and shares at your fingertips through this site. The research is live and provided by Reuters.
When looking at the overall picture, you will inevitably be interested in the individual investments which you have made in each part of your overall portfolio. You can soon find out how each underlying investment is performing in, for example, your ISA.
Summarising the asset allocation for your portfolio will help you and your adviser assess whether your portfolio is balanced the way it should be bearing in mind your attitude to risk.
The fund data factsheet is an excellent research tool to give you up to date information about all the underlying components of each of the funds in which you are ultimately investing. There is so much information contained here that you will not need to look elsewhere. |