Content Comparison

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The dropdown at the top filters the view to show whichever entity is chosen, or All.
Clicking Back to Portfolio Summary navigates back up to the parent slide.
By default, the accounts/categories are collapsed but you can expand each one as you’re ready to focus on its line items:

Data

The data for this slide comes from Xplan’s Client Focus.

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LivePreso datapoints	Xplan field labels	API field names	Usage notes
`Account`	Portfolio > Position > `Account`	`portfolio_positions_unaggregated:` `account_description`	Used to group holdings into expandable sections. Example: Trading Account
`Security`	Portfolio > Position > `Security`	`portfolio_positions_unaggregated:` `security_description`	Individual holdings/instruments, grouped by account. Example: Macquarie Group Limited
`Units`	Portfolio > Position > `Units`	`portfolio_positions_unaggregated:` `units`	The units held by the client of each holding. Example: 1,237
`Price`	Portfolio > Position > `Price`	`portfolio_positions_unaggregated:` `price`	The price per unit. Example: $2.00
`Market value`	Portfolio > Position > `Value`	`portfolio_positions_unaggregated:` `market_value`	The total market value for the units held of each holding. Example: $2,474.00

Your practice admin can set your brand colour in HQ. In the screenshot examples above, the light blue used in the header and table heading is the brand colour.
Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot examples above, the pink, dark blue and grey-blue are the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.
Your practice admin can set your practice’s default text for the slide’s heading and introductory text, as well as the subslides' introductory text in PresoManager.

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