Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • All entities' portfolio data on one chart (as per selecting All from the dropdown filter).

  • Just the client’s portfolio data.

  • Just the partner’s portfolio data.

  • Just the related entity portfolio data. Note that if there are multiple related entities they will be displayed as separate data series but all on the same page:

Technical Xplan info

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