On the Portfolio page, the card to the right of the chart (Assets and Liabilities tabs) shows each line's weight in your wealth. Its grouping menu lets you display it by asset class, then compare how those classes have evolved and performed straight on the chart.
Group by asset class
Go to Portfolio.
On the card to the right of the chart, open the grouping menu at the top right (it shows By asset by default).
Choose By asset class. You can also choose By asset type.
The pie chart and the list regroup to your choice, and every slice recomputes its share of the total.
The two icons at the top right of the card switch between the pie display and the tree map display. Switching display doesn't change your selection.
On the Liabilities tab, the grouping offers By liability and By liability type.
Compare several classes on the chart
Click Compare, or click a pie slice or a list row directly.
The selected class keeps its colour, the others dim, and a band in that colour is added to the evolution chart. The rest of your wealth stays displayed in grey, so the total is always represented.
Click another class to add it to the comparison. Select all adds every class, Reset returns to the overall line.
The centre of the pie then shows the combined value and share of your selection (for example "3 selected classes"). The matching rows are also highlighted in the table below the chart.
Read the performance over the period
Pick a period at the top of the page. Hovering the chart shows a tooltip with, for the hovered date: the total, then for each selected class its value and its variation over the chosen period. Classes are ordered by value, largest first.
📎 Detailed article: Understanding my performance (P&L)
Good to know
Comparing on the chart is available on the web app. On the mobile app you can group the distribution by Asset, Asset class or Asset type, but comparison isn't available yet.
The card shows the main rows; the smallest ones are grouped into an Other row. That row can't be selected or compared.
Changing the grouping resets your selection.
The wealth scope shown (Total worth, Net worth or Financial assets) and the period apply to the whole page: chart, breakdown and table. See Total worth, net worth and financial assets.
For general portfolio navigation and asset detail, see Getting to know the asset view.