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 labelsWhere is it in Xplan?	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

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API endpoint for the goalsaccount data:
/portfolio/blah/blah