The implementation of Portfolio Analysis enabled users to understand the fundamental characteristics of client portfolios. It offered rich research data analysis, showcased for the entire portfolio. However, based on user feedback, suggestions and ideas. We decided to enhance the feature and offer more granular details of client portfolios.

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The recent enhancement in the Portfolio X-Ray module enables visibility to individual, as well as multiple portfolios. This will allow advisers to have a clearer understanding on how the individual portfolios are performing.

We have incorporated a filter defining various portfolios separated by:

Go to Reports > Portfolio Analysis > Portfolio X-Ray. The first field under the Portfolio heading is a drop down of all the users portfolios. These can be selected, and filters applied by selecting the Apply Filter button on the right. More than one portfolio can be selected.
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The relevant details will appear in the Portfolio tiles for the selected portfolios. This enhancement shows details of individual as well as multiple portfolios.