Loading Models and Portfolios into Open Comparisons

1. Overview

   This article provides the process to utilize the load feature within the comparison screen of CapIntel. This feature streamlines the comparison process by enabling several portfolios to be loaded at one to an existing comparison. Below are the steps to use the load feature.

   Access the Comparison Screen

   Upon accessing CapIntel, navigate to the comparison, either through opening an existing comparison or creating a new comparison with fund(s) or portfolio(s).

   Locate the Load Icon

   The Load icon is located in the top right corner of the line graph of the comparison screen. 

   
   

   Define Product List to Browse

   Upon clicking the Load icon, two options are available: 

   • Existing Client Portfolio: This option grants access to all portfolios from the contact list. 
   • Existing Model Portfolio: Choose this option to access all self-created or enterprise models.

   Select Portfolios and Add to Comparison

   Select the relevant portfolio(s) or model(s) and add them to the comparison. Several portfolios or models can be selected at once to load at the same time to the comparison. 

   

   Review Added Models or Portfolios

   After adding the selected portfolios or models, they will be listed below the graph, to enable a direct comparison across portfolios of all available metrics and visualizations.