jason.zhang's avatar
jason.zhang
Icon for Iress Contributor rankIress Contributor
6 months ago

13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything!

Managing client portfolios effectively is essential for a well-run advice practice – but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's pot...
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michael.kitselaar's avatar
michael.kitselaar
Valued Supporter
6 months ago

Hi Jason

(separate question)

Has there been any code made available to allow for portfolio reports to include SMA Instrument (or similar fields) filter/grouping options for SoA and Reports?

  • marc.fraser-jones's avatar
    marc.fraser-jones
    Icon for Iress Contributor rankIress Contributor
    6 months ago

    Hi Michael,

    We have published a set of new standard reports specifically for SMA, these should be in the Reports screen under the Valuation category:
    - Portfolio Valuation - SMA
    - Portfolio Valuation - Simple, SMA
    - Valuation - Proposed Changes (SMA)

    We've also made sample code available via the Community in relation to SMA instrument grouping, please note there is still outstanding a performance data source with a corresponding standard report and sample code that will be coming very soon, which will be added to the existing article. 

    https://community.iress.com/t5/Help-Guide-Xplan/Enhanced-SMA-Capabilities-in-Xplan-WealthSolver-amp-IressNet/ta-p/58890

    Thanks,
    Marc

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