IPS offers a Portfolio Compare function which allows you to easily compare Portfolios, Portfolio Accounts, Target Sets or Model Trees.

Your comparisons can also be saved as a PDF report. To access this feature you will need to have the IPS module:

1. Search for the client entity.
2. Go to Portfolio > Position


3. Select the  button.

4. Select   .

5. The client entity you had selected will default as 'Portfolio 1'. Enter your comparison portfolio under 'Portfolio 2'.



6. You can now view, and save your comparison as a PDF. The PDF button is located in the top right hand corner of the screen.


If you have any questions regarding the Portfolio Comparison functionality, please don't hesitate to contact This email address is being protected from spambots. You need JavaScript enabled to view it..