Choose Additional Chart Options in Portfolio View
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Enhance your data visualization! Pie, donut, and bar charts give users more versatile visual tools when reviewing client data.
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Different types of charts offer unique perspectives and highlight specific aspects of the portfolio, making it easy to interpret and analyze information.
How to Leverage:
Pie charts are excellent for illustrating the composition of a portfolio by displaying the percentage breakdown of various asset classes.
Donut charts provide additional information, such as comparing two different time periods or comparing the client's portfolio with a benchmark index.
Bar charts allow for easy comparisons and rankings. Quickly identify the best-performing and worst-performing sectors, allowing you to make informed decisions about rebalancing the portfolio, adjusting sector allocations, or discussing potential changes with the client.
How to get there: Orion Connect > Portfolio View > 3 dot menu > Settings > General > Chart Configuration > Chart Type
Knowledge Article: How-To and Overview: Portfolio View
1625-OAT-6/14/2023