New Features
Enhanced Reporting Experience
Snapshot and Compare reports in both Portfolio Analytics and Model Portfolios have been upgraded with new report versions, delivering clearer insights and a more streamlined analysis experience. Example screenshots below and reports are attached for your convenience.
New Analytical Widgets
Two new widgets have been introduced across Portfolio Analytics and Model Portfolios, providing additional data points for deeper portfolio evaluation.
Risk & Reward Analysis
Stock Regions
Asset Allocation Breakdown for Model Portfolios
Gain greater visibility into portfolio composition with the new Asset Allocation Breakdown view, now available on Model Portfolios.
Simplified Compare Workflow
The Portfolio Analytics Compare tool now features a more intuitive categorization structure, making it easier to select and compare model portfolios and accounts.