Content Comparison

Asset category

Portfolio > Model > Asset Allocation > Category

or

WealthSolver > Scenario > Proposal > Category

portfolio_positions:
asset_class_allocation:
category

The category of the asset types, used for the rolled up pie chart segments and the expandable table sections.
Example: Growth

Asset class

Portfolio > Model > Asset Allocation > Asset Class

or

WealthSolver > Scenario > Proposal > Title

portfolio_positions:
asset_class_allocation:
title

The name of the asset type.
Example: International Equity

Current value

Portfolio > Model > Asset Allocation > Current Value

or

WealthSolver > Scenario > Proposal > Existing value

portfolio_positions:
asset_class_allocation:
value

The current value of the asset type.
Example: $24,409.75

Current weight

Portfolio > Model > Asset Allocation > Current Weight

or

WealthSolver > Scenario > Proposal > Existing weight

portfolio_positions:
asset_class_allocation:
weight

The current percentage weighting of the asset type.
Example: 31.89%

Target value

Portfolio > Model > Asset Allocation > Profile Value

or

WealthSolver > Scenario > Proposal > Risk profile value

portfolio_positions:
asset_class_allocation:
target_value

The target value of the asset type.
Example: $24,409.75

Target weight

Portfolio > Model > Asset Allocation > Profile Weight

or

WealthSolver > Scenario > Proposal > Risk profile weight

portfolio_positions:
asset_class_allocation:
target_weight

The target percentage weighting of the asset type.
Example: 31.89%

Proposed value

Portfolio > Model > Asset Allocation > Proposed Value

or

WealthSolver > Scenario > Proposal > Proposed value

portfolio_positions_proposed:
asset_class_allocation:
target_value

The current proposed value of the asset type.
Example: $24,409.75

Proposed weight

Portfolio > Model > Asset Allocation > Proposed Weight

or

WealthSolver > Scenario > Proposal > Proposed weight

portfolio_positions_proposed:
asset_class_allocation:
target_weight

The current proposed percentage weighting of the asset type.
Example: 31.89%