Comparing Account Holdings Against a Portfolio Model

Use the following procedure to compare account holdings against a portfolio model.

To compare account holdings against a portfolio model

1. Select the financial accounts by checking the Aggregation Select field of the desired accounts. (See Selecting a Financial Account Associated with a Household.)

2. Scroll down and click the Class Allocation subview tab.

3. Scroll up to the Financial Accounts list, select a portfolio model from the drop-down list, and click Go.

   The Class Allocation list and model and actual holdings charts appear.