Content Comparison

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LivePreso datapoints	Where is it in Xplan?	API field names	Usage notes
`Asset category`

Position

Portfolio > Model > Asset Allocation > Category

or

WealthSolver > Proposal > Plan > Category

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

Portfolio > Model > Asset Allocation > Asset Class

or

WealthSolver > Proposal > Plan > Title

portfolio_positions:
asset_class_allocation:
title

The name of the asset type.
Example: International Equity

Value

Position > Value

Portfolio > Model > Asset Allocation > Current Value

or

WealthSolver > Proposal > Plan > Existing value

portfolio_positions:
asset_class_allocation:
value

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

Weight

Position > Weight

Portfolio > Model > Asset Allocation > Current Weight

or

WealthSolver > Proposal > Plan > Existing weight

portfolio_positions:
asset_class_allocation:
weight

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

Personalisation options

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.
~~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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