Viewing and Evaluating Household Portfolios
End users can use the Financial Accounts view tab to view a household’s portfolio information from a number of different perspectives:
Financial Accounts list. Displays financial accounts associated with contacts in the selected household.
Aggregated Holdings List. Displays holdings within the selected accounts by asset class, such as securities, mutual funds, or bonds.
Class Allocation List. Displays a comparison of the selected account holdings against a portfolio model.
Sector Allocation List. Displays the selected account holdings by sector, allowing the user to view the degree of portfolio diversification.
Cash Flow List. Displays future cash flows for the selected financial accounts. allowing users to estimate the amount of cash that might be available for future investments.
Performance List. Displays how the selected accounts have performed over time.