General Information

Portfolio(s) Overview:

Obtain a summary of information relating to the portfolio at a glance including

  • performance over a selected time period(s)
  • cash & cash equivalent balance,
  • the balance available to invest
  • overview of the income & expenditure for the Portfolio
  • view Portfolio allocation by asset class or currency

Access detailed information relating to the Portfolio

  • Portfolio positions viewer,
  • Portfolio performance comparison against selected benchmarks,
  • cash account balances
  • historical transactions for the Portfolio

Market News & Credit Suisse Research Publications:

Experience Credit Suisse research and access to relevant market news through your device

  • Access to global & regional market news, and selected Credit Suisse Investment Strategy and Research publications
  • Track performance and other data of companies, financial instruments and major indices

Watchlist & Notifications:

Monitor your preferred financial instruments with timely updates

  • Create a multiple asset watchlist with access to available trading tools
  • Subscribe to notifications on FX and Equity trades activity and market data events

Trading Tools:

Seize market opportunities

  • Trade equities on major global exchanges
  • Perform foreign exchange (FX) spot and forward trading
  • View an up-to-date history of orders placed for a Portfolio including the status for more recently executed transactions


  • Retrieve your bank documents electronically via your device
  • Receive and download the latest bank statements, correspondences and advices in the electronic format
  • Access archived copies (up to 12 months) with ease whenever you need

Collaboration Tools:

Stay engaged with your Credit Suisse Team

  • Instant messaging services for faster collaboration
  • Audio and pre-arranged video calls with screen sharing on-your device,
  • Relationship Manager initiated document sharing with annotation functionality.

Portfolio Risk Analyzer: 

Assess the risk exposure of your portfolio(s)3

  • Review your portfolio risk status versus your selected risk exposure
  • Review the instruments within the Portfolio that contribute most to the risk of the portfolio
  • Simulate portfolio performance in various market event scenarios

Quick Access:

Enjoy peace of mind with a choice of quick log-in options

  • Standard log-in using a username and password to view a summary of your portfolio, global news and your watchlist
  • Using Apple’s Touch ID4 technology, login with fingerprint authentication as an alternative to the input of your username and password.


A selection of curated content that provides a view of what is happening in the world

  • View a selection of articles extracted from Credit Suisse Investment Strategy & Research publications

Secondary Content

Need Help? 

For more information, please contact our Customer Care Center at +852 3407 8188 or via email at Alternatively, your Relationship Manager remains available to you.

External Asset Managers


We are dedicated to meeting the needs of External Asset Managers and their clients.