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!

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.