Feature release: Portfolio performance visualizer

Guilherme Miranda
Credix
Published in
2 min readNov 21, 2023

We’re excited to unveil the latest evolution in investment tracking — the Portfolio Returns Visualizer, our latest feature now available in the Credix App. This innovative tool is designed to bring added transparency and ease of monitoring to our investors.

A comprehensive snapshot of your investments

Dive into the Portfolio return tab to discover:

  1. Total Monthly Returns: Understand your portfolio’s monthly performance at a glance, presented in both percentage and USD values.
  2. Investment Contribution Analysis: Gain insights into how each investment contributes to your overall returns, with detailed weighted returns for each portfolio component.

Get a more granular view of each investment

The “Individual Return” tab is your go-to resource for a more in-depth analysis of each investment, detailing specific yields in percentages and USD. This feature was built for investors seeking to understand the nuances of each position within their portfolio.

Conclusion

The Performance section was built to enhance our monitoring capabilities and show investors precisely what they’re getting from Credix. With it, we firmly believe that the ‘Your Portfolio’ page can be a comprehensive tool to manage risk and returns within our platform.

As always, we’re eager to listen to suggestions and feedback from our investors. If you’d like to reach out to us, please don’t hesitate to contact our team at growth@credix.finance

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