Tutorial · Portfolio Management
Twelve short videos to help you navigate the Analysis, Monitor and Overview sections of the Active Investor dashboard.
Start here: learn how the tutorials are organised and how to navigate the Analysis, Monitor and Overview sections.
Analysis
From setup to interpreting portfolio results.
Portfolio setup
Video guide to the “Portfolio Setup” module in the Analysis section.
Benchmark setup
Video guide to the “Benchmark Setup” module in the Analysis section.
Portfolio efficiency
Video guide to the “Portfolio Efficiency” module in the Analysis section.
Residual risk analysis
Video guide to the “Residual Risk Analysis” module in the Analysis section.
ETF overlap analysis
Video guide to the “ETF Overlap Analysis” module in the Analysis section.
Expected behaviour
Video guide to the “Expected Behaviour” module in the Analysis section.
Monitor
Ongoing checks, benchmarks and allocation monitoring.
Portfolio selection
Video guide to the “Portfolio Selection” module in the Monitor section.
Performance
Video guide to the “Performance” module in the Monitor section.
Health check
Video guide to the “Health Check” module in the Monitor section.
Allocation monitor
Video guide to the “Allocation Monitor” module in the Monitor section.
Live monitoring
Video guide to the “Live Monitoring” module in the Monitor section.
Overview
Consulting the overview and available information.
Client overview
Video guide to the “Client Overview” module in the Overview section.
Special BTi offer · Until 31 October 2026
Try BTi free for seven days
Put what you discovered in the tutorials into practice. Choose a monthly, quarterly or annual plan and access the platform with a seven-day free trial.
No charge during the first seven days. You may cancel before the end of the trial at no cost.
ACTIVATE YOUR SEVEN-DAY FREE TRIAL