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"Asset structure" client widget

The doughnut chart of the "Asset structure" client widget shows the assets divided by, for example by asset class. In the centre, you also see the total assets in the selected currency.

Point to a segment in the doughnut chart to view the corresponding segment name and its share in percent.

Example

In edit mode, the "Configure" icon in the "Asset structure" client widget offers the following setting options:

Element

Description

Currency

From the drop-down list, select a different currency for the display, if necessary.

Classification

From the created asset classification, select the one by which the positions are splitted.

The "Asset class" classification is the default setting. Further important settings are, for example, "Region", "Segment" or "Currency class".

Confirm your configuration by clicking the "Apply" button.

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