Portfolio Types

There are 4 types of portfolios:

1. Model Portfolios - Represent a hypothetical investment strategy or allocation, designed to serve as a guide when making investment decisions
   1. All available inputs included
2. Client Portfolios - Represents actual client holdings or a suggested client portfolio
   1. Introduces the ability to add cost basis information under Advanced Portfolio Settings
   2. Removes the ability to upload via target weights
3. Benchmark - Represents a blended benchmark which can be used with other portfolios
   1. Removes the ability to add a fee
   2. Removes the ability to specify a benchmark
   3. Removes the ability to upload via dollars or shares
4. Household portfolio - Represents a household portfolio made up of additional existing portfolios
5. Dynamic portfolio - A portfolio that will allow you to track changes to the portfolio over time, more closely matching actual performance due to trades