Portfolio Cockpit

Portfolio Cockpit for iPad is available for existing Credit Suisse Portfolio Net Clients exclusively. Providing online access to performance and risk analyses as well as, holdings and asset allocation reports. All analyses are based on your categorizations and consolidations. In combination with the highly flexible parameterization, Portfolio Cockpit for iPad offers you a highly customized and flexible online investment reporting. The app is available in English only.

General functions:

• View current performance of your portfolio, contribution and attribution factors.
• Get details on your holdings and strategic assets allocation.
• Access Asset Analysis matrix which delivers day-to-day data comparisons.
• Look into return details.
• Stay on top of things with the latest risk analysis of your portfolio.
• Gain information from your data more easily using the interactive interface.

Your security:

Do not use this app on so-called "jailbreak" devices, since this can result in restrictions to the security precautions defined by Apple Inc., as well as create additional security concerns regarding the data stored on the device.

Experience you can build on:

Credit Suisse AG, as one of the world’s leaders in financial services, continues to provide you with a compelling and focused user experience. Credit Suisse are always looking for the best way to organize and present information for you. With the help of new data services as Portfolio Cockpit you will be able to receive the information in flexible and exciting ways.

Legal disclaimer:

Please refer to Credit Suisse Terms of Use and Privacy Policy as well as – after log in – the Terms and Conditions for Portfolio Cockpit.

By downloading this app, you explicitly agree to the information you provide to Apple Inc. or iTunes SARL (collectively known as Apple) being collected, transferred, processed and made available in accordance with Apple terms and conditions. Third parties e.g. Apple, can trace an existing, former or future business relationship between you and Credit Suisse Group AG and/or its direct or indirect subsidiaries (“Credit Suisse”).

Apple’s terms and conditions and privacy policy, with which you agree, must be differentiated from Credit Suisse legal conditions. Apple Inc. and iTunes SARL are companies that are independent of Credit Suisse.

更新履歴
Technical updates in the Application.