Stock Region Allocation

June 7, 2016

The Stock Region analysis (found under the Allocation tab) summarizes the geographical weights of equities in the portfolio:

snapPfStockRegion

 

The weights for each region are calculated by aggregating the region weights of the portfolio constituents (funds, ETFs, stocks). For research, you may drill-down each region to uncover the contributions of each investment. You may also compare the regions of two portfolios.

The region view is optional in the PDF report. To add this view to the report, select Add Content -> Stock Region

Showing shares difference in portfolio comparison

June 6, 2016

When comparing portfolios in a PDF proposal, you may add a Difference column in the holdings table:

snapPfHoldDiff

To add the Difference column, click on existing table columns. A menu appears, allowing you to configure the table.

You may also display the difference in weight or value.

Alternative asset class added

June 3, 2016

snapAllocAlternative

The Alternative asset class was added to the allocation view. This asset class comprises:

  • managed futures
  • long/short funds
  • market neutral funds
  • bear market funds
  • volatility funds
  • commodities

In the previous version of Portfolio Lab, these alternative funds were classified under equity or unclassified.

 

Black Diamond integration available

May 6, 2016

To analyze your Black Diamond portfolios and accounts, select Import->Black Diamond in Portfolio Lab’s main screen. Once activated, the integration is easy to use. A search function allows quick retrieval of data, as shown below:

snapBdmSearch@2x

Benefits:

  • eliminate manual entry or transfer of portfolio positions
  • access by portfolio or by account
  • optional: group accounts or portfolios

Read SS&C Advent’s announcement.

 

 

Stock Style Allocation

January 26, 2016

Style allocation is a concise view of a portfolio’s growth/blend/value and large/mid/small cap positioning, based on Morningstar’s style box. To display this view, click on Allocation -> Stock Style

 

StockStyle

 

The weights in the portfolio’s style box are calculated by aggregating the style box weights of the portfolio’s constituents (funds, ETFs, stocks).

For research, you may drill-down each category to uncover the contributions of each investment. You may also compare the style views of two portfolios.

The style view is optional in the PDF report. To add this view to the report, select Add Content -> Stock style

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