Portfolio Comparison

The portfolio comparison tool allows you to select a portfolio from your list of saved portfolios and create a quick comparison report against another of your portfolios. You can compare performance, ratios and portfolio breakdowns with the ability to customise your report. To create a PDF of your comparison report choose the PDF option from the Reports menu.

Selecting Your Portfolios

Select your portfolios using the two drop downs under the Portfolio Comparison option in the Report tab.

 

You must also select a benchmark option from the Benchmark drop down. The default option will be to benchmark each portfolio against its own benchmark or the drop down will include any instruments in your active list so that you can benchmark both portfolios against the same instrument.

 

You can also set your own risk free rate and choose whether you want to annualise the ratios or not.

When you have decided upon all your options click 'Go' to create the report.

Freeform Text

 

For each portfolio there is a free form text box to allow you to enter any further information about each portfolio. Any text you enter will appear on the PDF output.

Report Settings

The report is flexible to allow you to include or exclude parts of the report that you don't want to view as well as change the performance end.

 

Choose settings from the File menu to customise your report layout. The performance end point is defaulted to latest price but you can change this to last month end using the drop down.

You can also untick the sections that you no longer want to appear on the report. Unticking the Benchmark Performance option will hide the benchmark from the performance and ratio tables.

Note - that the benchmark will still be used for necessary ratio calculation.

When you have changed your settings click the icon to change the current report you are on or click the icon to set these settings as your default.