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Comparing two or more portofolios

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Brad LittlejohnOctober 19, 24 | Posted in Help
Is there any way to compare two or more portfolios in Portfolio analysis? I only see that I am able to compare againest benchmarks.
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Dmitry ShevchenkoOctober 24, 24
There's no built-in portfolio comparison feature. However, it can be done with some extra effort. You can compare two portfolios by exporting their performance as CSV files, combining them in an external editor into a single file, and then importing it back as a custom data portfolio where the columns represent the portfolios you want to compare. You can include more than one portfolio in this way, and then run portfolio analysis on the combined data.


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