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Aaron Cooper

Aaron Cooper

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Last updated 2 December, 2023

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Datapoints, mapping and usage

LivePreso datapoints

Xplan field labels

API field names

Usage notes

Asset category

Position > Category

to be added

portfolio_positions:
asset_class_allocation:category

The category of the asset types, used for the rolled up pie chart segments and the expandable table sections.
Example: Growth

Asset class

Position > Title

to be added

portfolio_positions:
asset_class_allocation:title

The name of the asset type.
Example: International Equity

Value

Position > Value

to be added

portfolio_positions:
asset_class_allocation:value

The value of the asset type.
Example: $24,409.75

Weight

Position > Weight

to be added

portfolio_positions:
asset_class_allocation:weight

The percentage weighting of the asset type.
Example: 31.89%

Personalisation options

  1. Your practice admin can set your brand colour in HQ. In the screenshot example above, the light blue used in the header is the brand colour.

  2. Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot example above, the pink, dark blue and grey-blue chart colours are the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.

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