You can view your fund holding investment profit and loss at a glance on the WeLab Bank App!

Investment value may go up or down, so how can you keep track with your profit and loss position? Our latest released features on the WeLab Bank App now shows all fund performance data with unrealized profit/loss of the funds you hold, helping you further investment planning!
  • Added "Unrealized Profit/Loss" data, you can view the "Unrealized Profit/Loss" HKD equivalent amount and percentage of Featured Funds (including WeLab Money Plus) and Digital Wealth Advisory portfolios in your holdings, keeping track of the latest investment performance.
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  • Added "Total P/L (current holdings)" data, it includes the "Unrealized Profit/Loss", "Realized Profit/Loss" and cash dividends received of the products you hold, helping you to have a more comprehensive understanding of your investment performance.
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  • Added "WeLab Money Plus" section in "Featured Funds" holding page, so you can easily and clearly view holding details of "WeLab Money Plus ".
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  • The value and profit/loss of individual funds in your portfolio can be reviewed at a glance, giving you full control of your investment portfolio any time anywhere.
  • For the description of related terms, you can click "?" in the upper right corner in the App and understand more with clear investment terms at a glance.
20251031_EN4&5The screen displays are for illustrative purpose only.

Open WeLab Bank App and click Investment now to learn more!


Remarks:
  1. Investment involves risk. It is for information only and does not constitute any investment advice.
  2. Past performance is not indicative of future indicator.
Importance Notice:
This document is for general information only. The information or opinion herein is not to be construed as professional investment advice or any offer, solicitation, recommendation, comment or any guarantee to the purchase or sale of any investment products or services. This document is for general evaluation only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person or class of persons and it has not been prepared for any particular person or class of persons. The investment products or services mentioned in this webpage are not equivalent to, nor should it be treated as a substitute for, time deposit, and are not protected by the Deposit Protection Scheme in Hong Kong.
The information or opinion presented has been developed internally and/or taken from sources(including but not limited to information providers and fund houses) believed to be reliable by WeLab Bank, but WeLab Bank makes no warranties or representation as to the accuracy, correctness, reliabilities or otherwise with respect to such information or opinion, and assume no responsibility for any omissions or errors in the content of this document. WeLab Bank does not take responsibility for nor does WeLab Bank endorse such information or opinion.
Investment involves risks. The price of an investment fund unit may go up as well as down and the investment funds may become valueless. Past performance is not indicative of future results. WeLab Bank makes no representation or warranty regarding future performance. Any forecast contained herein as to likely future movements in interest rates, foreign exchange rates or market prices or likely future events or occurrences constitutes an opinion only and is not indicative of actual future movements in interest rates, foreign exchange rates or market prices or actual future events or occurrences(as the case may be).
You should not make any investment decision purely based on this document. Before making any investment decisions, you should consider your own financial situation, investment objectives and experiences, risk acceptance and ability to understand the nature and risks of the relevant product(s). WeLab Bank accepts no liability for any direct, special, indirect, consequential, incidental damages or other loss or damages of any kind arising from any use of or reliance on the information or opinion herein. You should seek advice from independent financial adviser if needed.
WeLab Bank is an authorised institution under Part IV of the Banking Ordinance and a registered institution under the Securities and Futures Ordinance(CE Number: BOJ558) to conduct Type 1(dealing in securities) and Type 4(advising on securities) regulated activities.
This document is issued by WeLab Bank. The contents of this document have not been reviewed by the Securities and Futures Commission in Hong Kong.