View Portfolio Holdings and Allocations

Keep track of your investments and how they are allocated across multiple currencies.

Part of: Guides > Your Guide to DBS digibank (Wealth)

How to view Portfolio holdings and allocations

There are various channels which you may view Portfolio holdings and allocations with us. The most convenient method would be via digibank mobile.

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Step 1
Log in to digibank mobile with your Touch / Face ID or digibank User ID & PIN.
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Step 2
Under Home, tap Investment Accounts to view your portfolio holdings, split by asset class.
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Step 3
Swip left to select Model Portfolio to benchmark your portfolio’s allocations against DBS model portfolio or select Currency to get a currency view of your holdings.
Get the latest DBS digibank(wealth) mobile app now!
  • Log in to DBS digibank with your User ID and PIN.
  • Complete the Authentication Process.
  • Click on Wealth Management tab or Investment Portfolios tile and select the Allocations tab.
  • Monitor your portfolio by Geography, Currency, Sector or Asset Class by clicking on the individual tabs.

Difference between Asset Class View and Asset Type View

Asset Class View is an overview of your investments based on our Chief Investment Officer’s (CIO) Asset Allocation Model. Each asset class reflects different risk and return investment characteristics. The classification forms the link between assets and model portfolios, thus allowing products in your portfolio to be mapped against CIO asset classes.
Asset Type View is a complete view of all your investment products.
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