Portfolio Weights Comparison Charts

The Portfolio Weights Comparison Charts appears on the Charts Worksheet.  Once you select Portfolio Weights Comparison from the Chart Type Menu, two submenus appear.  The first allows you to pick between displaying assets or groups of assets.  The second lists different types of comparison charts: bar, stack, pie, and doughnut charts.

Each of these charts compares the weights allocated to each asset or group in the two selected portfolios. For instance, if you select optimal in both Portfolio 1 and Portfolio 2, you can compare two different optimal portfolios to see how the portfolios change as risk increases.  Or select an investable portfolio and an optimal portfolio at the same risk level to see how the allocations changed when you post-optimized.  There are many possible analyses to perform with these tools.