Elson Associates - How to make your investment

Help with your online account

About portfolio scanner

Our portfolio scanner analyses your portfolio at the click of a button. It shows you the asset split, region split and sector split together with overall performance data and top holdings of your portfolio.

You can select the time period for the cumulative and discrete performance of your portfolio by selecting the period (3 months to 5 years) from the drop-down box under 'Time Period'.

Holdings are listed under two categories - 'Select scannable holdings' and 'Holdings not scannable'. You are able to include all scannable holdings by ticking the check box 'Include', or alternatively you can select individual holdings by ticking the check box to the right of each fund.

Once you have made your selection(s), click the orange 'Start scan' button. You can then click on any of the tabs e.g. 'Asset split' to view the relevant data.

If you wish, you can print off these pages for your personal use and convenience.

What are associated accounts?

Information about associated accounts and how to add them, remove them or edit their permissions.

Associated accounts help

About valuations

Help with viewing the current value of your investments.

Valuation help

About performance

Help with monitoring the current performance of your funds.

About fund performance

Adding, editing and deleting holdings

How to add, edit and delete holdings within your portfolio.

Editing your portfolio help

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Elson Associates plc, 5 Queen Street, Kings Hill, West Malling, Kent, ME19 4DA | Freephone: 0800 0961111

Authorised and Regulated by the Financial Conduct Authority

Registered in England No. 3595128