Show portfolio overview and additional portfolio details

At LGT, you can have portfolios created for various goals. The portfolios can include various currency accounts and financial instruments, among other things.

Step 1

Smartphone screen showing the LGT Smart Banking App. The menu at the bottom is open, with the "Wealth" section highlighted.

You can find an overview of your portfolios on the home screen (dashboard), where you can switch between portfolios or by tapping on "Wealth".

Step 2

Screenshot of the LGT smart banking app in the "Wealth" section. The 'Portfolio' tab is open and displays a list of items that can be retrieved for the portfolio.

After tapping on "Wealth," you will see your current portfolio value and can access the "Portfolio details," "Performance," "Accounts," "Sustainability," or "Further Information" of the selected portfolio.

Step 1

On the LGT SmartBanking homepage, you will see your main portfolio and information about it. Now, click on "All Portfolios" to select another portfolio

Screenshot of the LGT online banking website. The "Show all portfolios" tab, located at the top left, is highlighted. On the screen, the link “All Portfolios” is highlighted in the bottom left.

Step 2

In this overview, you can see all of your portfolios. Click on one of your portfolios to get further information.
If you click on the portfolio itself, you'll get a brief summary on the right side of the screen (number 1), and if you click on the title above the summary (number 2), you'll get detailed information.

Screenshot of the LGT online banking website in the 'Wealth' section. On the left side of the screen, labeled '1', the portfolios are listed. On the right side, labeled '2', the details of the selected portfolio are displayed.

Step 3

Here you will find an overview, details on performance, sustainability, and information on exchange rates.

Screenshot of the LGT Online Banking website in the “Portfolio details” section. The “Overview” tab is open.

Step 4

In the overview, you also have the option to view the information about your portfolio in different formats.

Screenshot of the LGT Online Banking website in the “Portfolio details” section. The “Overview” tab is open. Under the “Overview” tab, four different icons are visible. These allow you to adjust the display format of the portfolio information.

Do you need assistance?

Contact us if you didn't find the answer to your question in the online help or something isn't working as it should. Our LGT SmartBanking Support is available weekdays from 8 a.m. to 6 p.m. and will be happy to help

Counter opening hours Monday to Friday  8 a.m. to 6 p.m. CET

+423 235 23 25

Contact LGT SmartBanking Support

Back to the online help overview page

On our SmartBanking online help page, you’ll find comprehensive support for all banking functions. In addition to frequently asked questions, we provide detailed information on topics such as wealth management, payments, and trading orders.

LGT SmartBanking Online Help

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