Comparing an account with a model portfolio

You can compare a client account to a model portfolio.

1. In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.

2. In the left-hand column, click Accounts. The Accounts spreadsheet opens.

3. From the Accounts spreadsheet, select one account by checking the box to the left of the account name.

4. From the Action menu, point to Reports, point to Analytical Reports, then click Compare with Model. The Find Model Portfolio dialog opens.

5. Select the model portfolio you want by clicking on the name.

6. Click OK.  The comparison is created and the account and model portfolio appear side-by-side.

7. The report generated is an X-Ray Report with the following areas: Asset Allocation, Investment Style, Stock Sectors, and World Regions. Navigate through the report by clicking on the headings in the left-hand column.

8. Click to generate and print a one-page report.