Expanding Portfolio Data in Comparisons

Ana Pankova
Ana Pankova
  • Updated

Overview

Our platform allows you to expand the portfolios in order to view their content. You can achieve this by clicking the Expand icon, either on the comparison card (to the left), or once the comparison card is selected, in the toolbar (to the right).

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Here is an example of an expanded portfolio. You can see the different funds are now presented side-by-side in a condensed view, as well as on the Growth chart.

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Each chart will show the expanded data points. Here is an example using our risk-reward scatterplot:

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