Navigating the comprehensive charts and user settings found on the Investmentfonds main site portal
Decoding the Portfolio Performance Charts
The charting engine on the main site is built for real-time fund analysis. Each chart displays historical NAV (Net Asset Value) data, cumulative returns, and volatility bands. You can toggle between linear and logarithmic scales using the icon in the top-right corner of the chart frame. For long-term fund comparisons, logarithmic scaling reveals percentage growth rates more accurately than linear views.
Hovering over any data point triggers a tooltip showing the exact date, closing value, and daily percentage change. The chart also supports multi-fund overlays: click “Add Benchmark” to compare your fund against indices like MSCI World or DAX. Use the date range presets (1M, 3M, 1Y, 5Y) or drag your cursor across a specific period to zoom in. All chart data is sourced from the fund’s latest published reports, updated daily by 9:00 AM CET.
Customizing Chart Indicators
Below the chart, you will find a “Technical Indicators” menu. Here you can add moving averages (MA20, MA50, MA200), Bollinger Bands, or RSI (Relative Strength Index). Each indicator adjusts automatically when you change the time frame. To remove an indicator, simply click its label in the legend. This feature is particularly useful for identifying support and resistance levels in volatile markets.
User Settings and Personal Dashboard Configuration
Your account settings are accessible via the profile icon in the top navigation bar. The “Dashboard Layout” section lets you rearrange widgets: move the chart module, fund list, or news feed by dragging them. You can also set default currency (EUR, USD, GBP) and choose whether to show gross or net returns. All changes are saved automatically to your profile.
The “Notifications” tab allows you to set price alerts. Enter a target NAV value, and the system will email you when that threshold is crossed. You can also enable weekly performance reports. For professional users, the “API Access” section provides a personal token for exporting chart data into Excel or third-party analytics tools.
Managing Your Watchlist
Your watchlist is managed under “My Funds.” Add a fund by searching its ISIN or name. Each entry shows the fund’s current price, YTD return, and expense ratio. You can sort the list by any column or set a custom order. The watchlist syncs across devices if you are logged in.
Advanced Filtering and Data Export
The “Fund Screener” tool (available from the top menu) lets you filter the entire fund universe by asset class, region, and management fee. Results are displayed in a sortable table. Clicking any row opens the fund’s dedicated chart page. For deeper analysis, use the “Export” button to download a CSV file containing up to 10 years of daily price data.
In the “Settings” area, the “Data Frequency” option controls how often your dashboard refreshes. Choose “Real-time” (updates every 30 seconds) or “Daily” (once per day). Be aware that real-time mode consumes more data bandwidth. The portal also offers a “Dark Mode” toggle for reduced eye strain during extended analysis sessions.
FAQ:
How do I reset my chart to default settings?
Click the “Reset” button located above the chart’s right corner. This clears all overlays and returns the view to the default 1-year linear scale.
Can I export chart images?
Yes. Click the camera icon on the chart toolbar to download a PNG snapshot of the current view, including all indicators.
Why are some funds missing from my watchlist?
Check your region filter in “My Funds” settings. Some funds are restricted to specific countries. Ensure your profile country matches the fund’s availability.
Is there a mobile app for this portal?
The portal is fully responsive and works on mobile browsers. No dedicated app is required. All settings sync via your account.
How do I set a price alert?
Go to “Notifications” in your profile. Enter the fund name, target NAV, and choose “Email me.” You can set up to 10 active alerts.
Reviews
Marcus T.
I use the logarithmic chart daily to track my ETF. The overlay with MSCI World is a game changer for relative performance checks. Very clean interface.
Linda K.
Setting up price alerts saved me from missing a dip. The export to CSV works flawlessly for my quarterly tax reporting. Highly recommended for serious investors.
Omar S.
At first, the chart settings felt overwhelming, but after reading the guide, I now use Bollinger Bands and RSI together. The dark mode is a nice touch for late-night research.