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How to Compare the Holdings of a Security to its Peers

Comparables Tab

The Comparables tab under Holdings will allow you to compare ‘all holdings’ of the chosen security against its comparable peers. You can also remove/add whatever security/portfolio you would like to the page by pressing ‘+ edit comparables’ button. Please note that that securities selected as a comparable cannot be used as the benchmark.

2025-06-18 14_57_40-Tutorials