Portfolio comparison charts
All charts that are listed in Basic charts are applicable for portfolio comparison charts. The expansion is that you can visualise the analysis on the existing portfolio and the risk score portfolio, in addition to the selected portfolio. For some charts this is possible to do in the same view, while for others, you need to place the charts next to each other.
The relevant charts for this section are:
- Allocation charts
- Expected path chart
- Historical return chart
- Historical return bar charts
The usage of the portfolio comparison charts requires a pro subscription to our Investment Proposal Engine.