Last updated 1 December, 2023
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Available to all users with access to the |
The current valuation slide gives an at-a-glance overview for your client, partner and any related entities. This is a great example of how, wherever possible, your slides will start with a high-level story to make it easy for your clients to digest and understand, but will also make all the granular data available for when it’s required. If you or your client want to view more detail, it’s right there.
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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 |
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| Portfolio > Position > | to be added | Used to group holdings into expandable sections |
| Portfolio > Position > | to be added | Individual holdings/instruments, grouped by account |
| Portfolio > Position > | to be added | The units held by the client of each holding |
| Portfolio > Position > | to be added | The price per unit |
| Portfolio > Position > | to be added | The total market value for the units held of each holding |
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