To compare a client portfolio with a model portfolio you can create a Compare with Model report. To do this report please double click on the name of the portfolio, then go to Reports tab and choose Analytical Reports>Compare with Model.

To run this comparison on the chart please go to Tools>Portfolio Graphs>Investment Growth. Once the chart is generated click Edit Investments and within Universes click on the dropdown and select Model Portfolios. In the search box type in the name of the model portfolio and click Go. Once the name of the model is showing under Available records please select the model and click Add and OK.

← Back