Compare Portfolios

You can compare multi asset portfolios by adding the multi asset portfolio Id in the compares.

Example: comparing client model type and investment model type

{
    "name": "Multi Asset Portfolio",
    "startDate": "2022-11-30",
    "endDate": "2024-11-30",
    "keyPortfolioValue": 100000,
    "compares": [
        {
            "id": "portfolioId",
            "modelType": "client"
        },
        {
            "modelType": "investment_product",
            "id": "assetId"
        }
    ],
    "sortOrder": 1
}
  

Comparing two client model type portfolios

{
    "name": "string",
    "compares": [
        {
            "modelType": "client",
            "id": "portfolioId1"
        },
        {
            "modelType": "client",
            "id": "portfolioId2"
        }
    ],
    "sortOrder": 1,
    "startDate": "2019-06-30",
    "endDate": "2024-06-30",
    "isPreview": true,
    "keyPortfolioValue": 100000,
    "isAnalyzed": false
}