Investment Proposal Engine
Tables

Portfolio comparison tables

8min

For more complex analytical needs, our Portfolio comparison tables come into play. These tables are tailored to facilitate side-by-side comparisons of different portfolios. They allow for an in-depth analysis of the portfolios, comparing aspects like performance metrics, risk factors, and allocation differences. This type of table is particularly useful for illustrating the strengths and weaknesses of each portfolio option in a comparative context. The portfolios we support to do analysis on in these tables are:

  • The investors existing portfolio
  • The investors risk score portfolio (recommended portfolio)
  • The investors selected portfolio

Utilizing this gives great opportunities to provide useful insight to the investors. The usage of the portfolio comparison tables requires a pro subscription to our Investment Proposal Engine. The portfolio comparison tables are presented below

Fund allocation details table

The table can be seen below:

Fund allocation details table
Fund allocation details table
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There is also support for showing the product attributes as illustrated below:

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Furthermore, it can be shown on either the risk score portfolio (recommended) or the selected portfolio.

Asset class comparison table

This table allows for comparing the asset allocation of the portfolios, as shown below:

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Statistics table

This table allows for comparing the statistics of the portfolios, as shown below:

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Expected path comparison table

This table allows for comparing the expected path of the portfolios, as shown below:

Showing %

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Showing amount

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Expectations comparison table

This table allows for expected risk and return of the portfolios, as shown below:

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Updated 22 Jan 2024
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