What Does This Article Help Solve?

Article Quick Links

Why use Portfolio View?

What is Portfolio View?

How to Use Portfolio View?

Search for a Client

Portfolio View Layout

Shortcuts

Portfolio View Cards and Tools

Customize Cards

Update Portfolio View Settings

(1) General Settings

(2) Date Ranges

(3) Color Palette

View Management

View Settings

Why use Portfolio View?

• Access a comprehensive overview of your client's complete portfolio from a single point. Quickly analyze their asset allocation, transaction activity, performance, gain/loss, income, and more.

• Equip yourself with the latest data when engaging in discussions with clients. Whether in client meetings, reviews, or strategic planning sessions, real-time data accessibility directly contributes to more accurate decision-making.

What is Portfolio View?

Portfolio View  allows you to search for a specific client and review interactive cards that provide details and metrics surrounding their accounts and investments. This includes transaction activity, performance numbers, portfolio allocation, and more. Last minute client meeting? Use Portfolio View to help answer your client's questions with minimal prep!

Portfolio View Overview - Video (5 min.)

Watch a brief introduction on how to navigate and customize Portfolio View! 

Review the Portfolio View FAQ for more information and answers to common questions.

Manage Users Privileges

Users must have specific rights enabled for their user roles in Manage Users  to access Portfolio View and the features it houses. Portfolio View - Custom Indexing and Trading privileges are optional for the needs of your user.

When editing a role, check the Enable box next to the applicable privileges below, located under the Apps tab > Portfolio section. For detailed instructions, review How to Update Manage User Privileges. 

Privilege name	Location	Description	Access Level
Portfolio View Admin	Actions > Portfolio	Allows you to share your views across your firm and make them available to other users.
Portfolio View Management	Records > Portfolio	Allows you to create, edit, and delete your own custom views.
Portfolio View - Custom Indexing	Actions > Portfolio	Provides the privilege of accessing the Custom Indexing tool.
Portfolio View Trading - Audit History	Actions > Trading	Allows users to review the history of an account from the trading tab in portfolio view.
Portfolio View Trading - Buy/Sell	Actions > Trading	Allows users to manually create trades in the trading tab of portfolio view.
Portfolio View Trading - Model Assignment	Actions > Trading	Allows users access to the trading tab in portfolio view so they can assign models to accounts.
Portfolio View Trading - Set Aside Cash	Actions > Trading	This privilege will allow users to edit the set aside cash feature in Eclipse while in portfolio view.
Portfolio View Trading - Trade Order Review	Actions > Trading	Allows users to view trades created in Orion for a specific account from the trading tab in portfolio view.
Portfolio View Trading - Trade Preferences	Actions > Trading	Allows users the ability to add portfolio level security preferences in Eclipse from the trading tab in portfolio view.

How to Use Portfolio View
Search for a Client

• From the Dashboard (Orion homepage), click on the  towards the upper left corner and search for a client's household. 

• By default, the metrics within the Portfolio View cards are based on all of the accounts in the client's household . To filter the cards and view data for specific account(s), click the dropdown menu.

• Click the  to filter the selections in the dropdown by the client's Portfolio Tree, Portfolio Groups, or type of investment. Review How to use Portfolio Groups to Organize Your Accounts for more information. 
  • To filter the card data for one specific entity, select a single registration , account , or portfolio group  in the dropdown menu.
    • Sleeve (UMA) Tip: Select a sleeved registration to view data for all sleeve accounts in that registration.
      
      
  • To filter the card data by a group of entities, click on Quick Groups  and check the box next to each one you’d like to group together.
    • After making your selections, click  to save the Quick Group.

TIP: View multiple clients within the Portfolio View at the same time! Just click on   to open a new tab, and search for another client.

Back to Top

Portfolio View Layout 

• Custom Indexing - View data on taxes, investment profiles, and more.

• Stress Test -  Run a Risk Intelligence scenario test for this client directly in Portfolio View.

• Planning - Analyze the projected Retirement Assets graph to quickly see which goals are funded/unfunded, communicate the plan's Action Steps, and view metrics on behavioral finance.

• Risk Intelligence - View the client's Risk Profile from Orion Risk Intelligence.

Date Range
After selecting a tab, use the date range at the top to view data for a specific timeframe.

• The  will set the start date as the inception date for the account.
• Click the  to quickly pick a specified timeframe such as Last Month, YTD, or Rolling 1-year.
• After setting a date range, click  to refresh the data within the cards to reflect as of this date. 

Shortcuts Click thethat's to the right of the date range to easily run a report for this client, export your view as a PDF, or to navigate to an integration or an Orion application to view additional information regarding this client

Back to Top

Save Portfolio View to PDF
 

Select Export to PDF to save your view as a document. This allows you to print out the view and share it physically.  Report Disclosures are also incorporated, with the option to add a Representative Disclosure. 

Note* Disclosures are created in the Firm Profile app. Rep-level users do not have access to Firm Profile and will need and Advisor level user to create and update this for them. 

Portfolio View Cards and Tools

Click on the title for each corresponding article below to review specific information for each card!
 

Detail Cards

Within the Detail cards, there are additional options to add filters, enable or disable columns, resize columns, export data to Excel, and more!

• Use the search bar (1) to find specific holdings or groupings. For example, you can search for a specific Asset Class to see the holdings within that asset class.
  
  
• Hover over any column to access the hamburger icon (2) to control which columns show in the grid. Check or uncheck the box next to a column name to show or hide the column.
  
  
• Right-click in the grid to access the Actions menu (3), which includes column sizing, expand/collapse, and export options.
  
  
• Use the blue Filters button (4) to add up to 2 filters per column. Choose from And or Or filtering to start building your filter. Use the Clear All button to remove all filters. 

Please Note: Users who use a shared view DO NOT have access to column controls (hamburger icon), the option to pin a column (in the right-click Actions menu), or the Reset Columns option (in the right-click Actions menu). 

Back to Top

Update Portfolio View Settings

(1) General Settings

 

Investments Tree

• Default View: Select the default view for the Investments Tree on the left side of the homepage.
  
  
• Entities Displayed: Select which entities to display in the Investments Tree dropdown. Options include accounts, registrations, or both.
  
  
• Orion IDs: Toggle whether you'd like to show or hide the Orion IDs in the Investment Tree dropdown.
  
  
• Included Accounts: Choose which accounts to include in the Investments Tree. For example, show all accounts, only active accounts, or only accounts with value.
  
  
• Unmanaged Inclusion: Choose whether you want to see just managed accounts, unmanaged accounts, or both managed and unmanaged accounts. 

Accounts

• Display Name: Choose how to display your client account names. This setting applies to the Investments Tree only.

• • Account name format within the data cards themselves will pull from the Report Account Display Name setting within Firm Profile > Option Information.
    
    
• Reporting Only Accounts: Choose how to display reporting only accounts. Options include displaying both portfolio and reporting only accounts, both but with the reporting only accounts italicized in the Investments tree, only portfolio accounts, or only reporting only accounts. 

Card Configuration

• Chart Type: Select from the dropdown (bar, donut, pie) to choose how the charts are shown for your user in Portfolio View.

Pie charts are excellent for illustrating the composition of a portfolio by displaying the percentage breakdown of various asset classes.

Donut charts provide additional information, such as comparing two different time periods or comparing the client's portfolio with a benchmark index.

Bar charts allow for easy comparisons and rankings. Quickly identify the best-performing and worst-performing sectors, allowing you to make informed decisions about rebalancing the portfolio, adjusting sector allocations, or discussing potential changes with the client.

Search

• Households: Select which type of Households (active/inactive) appear in the Portfolio View search results.

Back to Top

(2) Date Ranges

Default Date Range: Choose the default date range when viewing a client's portfolio.

(3) Color Palette

Select the color palette for your Homepage Dashboard and Portfolio View charts. 

View Management

Click the View Management button   to see the view setting options. Please review Portfolio View: Customizing and Sharing New Views for more information on creating and sharing new views.

View Settings

*The privilege for this feature or tool is only available at the Advisor user level. Access for each role level is controlled by role privileges. Role privileges and user assignments are managed by your firm's administrator.