Portfolio progress slide
- Aaron Cooper
Last updated 15 November, 2024
Available to all users with access to the Ready Review deck
The portfolio progress slide gives an at-a-glance overview of your client’s, partner’s and related entities' portfolio history for the date range you chose when making the preso. The data starts broad, allows you to interact, and makes it easy to zoom in for a closer view.
Subslides
None by default, but a subslide will be created on the fly if you add notes to the slide.
Interactivity
The dropdown at the top filters the view to show the portfolio history for whichever entity is chosen, or All.
Hovering over the chart displays the total(s) for each day:
Clicking and dragging on the chart zooms into the selected date range. You can keep zooming in until you reach the single-day scale.
Clicking the blue circle icon in the top-right of the chart area zooms back out:
You can create actions and notes before, after and even during your meetings:
Data
The data for this slide comes from Xplan’s IPS (Portfolio).
Filtering
The only filtering applied to the data on this slide is the date range you choose when making the preso.
Datapoints, mapping and usage
LivePreso datapoints | Where is it in Xplan? | API field names | Usage notes |
|---|---|---|---|
| Portfolio > Performance > Progress > |
| Each day of the timeframe being displayed. |
| Portfolio > Performance > Progress > |
| The total market value of all accounts for the given |
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.
Prep mode editability
When you open this slide in prep mode you will have the following editing options for your preso:
You can edit the title of the slide (“Portfolio Progress” by default).
You can edit the slide’s introductory text.
You can set the default filtering for the chart by using the entity dropdown.
Notes on PDF version
The PDF version of this slide will create separate pages for:
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: