Content Comparison

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LivePreso datapoints	Xplan field labels	API field names	Usage notes
`Date`	Portfolio > Performance > Progress > `Date`	`portfolio_history:history:date`	Each day of the timeframe being displayed. Example: 12/12/2018
`Market value`	Portfolio > Performance >

Position

Progress > Value

to be added

portfolio_history:history:market_value

The total market value of all accounts

per day

for the given date.
Example: $789,654.22

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.
Your practice admin can set your practice’s default text for the slide’s heading and introductory text in PresoManager.

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