New Account Functionality
Working with accounts in Riskalyze just got even better. Not only have we enhanced your ability to sort and organize accounts, we've given you the ability to mute them, focus on what's relevant, and dive into account-level analytics. It's all designed to be powerfully intuitive, and we think you'll really enjoy the updates.
All of the aggregate metrics you've come to expect with your Riskalyze portfolios are now also available at the individual account level. The Analytics view of each account includes the 95% Probability Range, Riskalyze GPA, expense ratio, and annual dividend, along with an asset class breakdown.
Now, you can seamlessly move from a holistic portfolio discussion to a more focused conversation by muting certain accounts. Muting an account allows you to remove it from consideration in portfolio analysis without deleting it. You can quickly mute one or more accounts (perhaps to highlight accounts under your management), and then unmute them to bring the entire portfolio back into focus.
Expand, Collapse, and Sort
We've improved navigation and focus on the portfolio page, giving you the ability to sort, expand, and collapse individual accounts, allowing you to hone in on a particular account during a client meeting. Give it a shot — we think you're going to love it.