Use the portlets on the Investment Analysis tab to see aggregated investment counts across portfolios. The portlets display the investment count by type, work status, above and below the waterline, and approval status.
To access this page, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Investment Analysis tab.
This Investment Analysis tab consists of the following portlets:
Use the page-level filter to filter all portlets at once by manager, stakeholder, and above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolios. To view below the waterline amounts or all investment amounts, change the Above Waterline drop-down on the portfolio page-level filter. The exception is the Portfolio Investment Count by Waterline portlet which is not filtered by the Above Waterline page-level filter. This portlet is a comparison between above and below the waterline investments so the filter option to display only above or only below the waterline does not apply to this portlet.
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