[CP/MYP] Stylebox in MYP and CP
complete
Conor MacNeil
marked this post as
complete
Conor MacNeil
Hi folks, you should now see a new Exposure Tab for 'Styles' in My Portfolio and Client Portfolio that will display the style box for equity and fixed income exposure.
This exhibit can also be shown for the benchmark.
Conor MacNeil
marked this post as
in progress
P
Primary Bobolink
Noticed that this has now been marked as planned. Will it just be a Market Cap exposure category (Large, Mid, Small) that is added or will there also be a Style category (Value, Blend, Growth)? Both of these would be useful pie charts to have.
Conor MacNeil
Primary Bobolink: Hey Lucas, we are adding the same stylebox we have in reports and model portfolios.
The equity styleboxes have 9 segments, across Small to Large cap and Value to Growth.
Conor MacNeil
It will look something like this, subject to change.
Conor MacNeil
marked this post as
planned
Conor MacNeil
Merged in a post:
Additional Client Portfolio Features
R
Raisin Sheep
There are certain data sets & tables that are only available when generating a Client Portfolio report (or uploading the same data into the Model Portfolio module) and are not accessible when looking through the online Client Portfolio dashboard.
Here are some examples below:
-> Equity & fixed income style boxes
-> Historical returns by year (table format)
-> Expense ratios
-> Dividend yield
Is there any way to access this data through the online dashboard in Client Portfolios? or perhaps are these things in the works (like the addition of the holdings matrix to the Client Portfolio module)? I'd be nice to compare the data of a Client Portfolio vs Model Portfolio using the same metrics in quicker way than having to piece things together through multiple reports & data tables.
Thank you!
Conor MacNeil
Merged in a post:
Size Classification as Exposure Exhibit (Large, Mid, Small)
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Primary Bobolink
Your recent update to My Portfolio adds numerous useful exposure views. However, one obvious one that is missing is market cap. If possible, please see if you could add it. I believe you could use Morningstar or something similar to obtain the market cap classification for each stock, which would then enable you to provide it as an exposure category.
Conor MacNeil
marked this post as
under review
Conor MacNeil
Hey Lucas,
This is interesting. My first thought went to styleboxes when I read "market cap" but exposure is an interesting one. Will see what we can do.