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Compare Efficient Frontier Candidate Scenarios

You can compare two candidate scenarios from the list of scenarios in the efficient frontier.

Follow these steps:

  1. With the portfolio open, click Scenarios.

    The portfolio scenarios page appears.

  2. Open the scenario and click Efficient Frontier.

    The efficient frontier page appears.

  3. Scroll to the Candidate Scenarios section.
  4. Select a candidate scenario and click Compare.

    The select candidate scenario for comparison page appears.

  5. Select a scenario for comparison and click Compare.

    The Compare Candidate Scenarios page appears. The scenario you select first is used as the Base scenario. The scenario you select next is used as the Comparison scenario. A list of investments contained in the base and comparison candidate scenarios is displayed.

  6. (Optional). Use the Investments Filter section of the page to filter the list of investments.
  7. Review and compare the information in the following fields:
    Contained In

    Displays whether the investment is contained in the base, comparison, or both scenarios.

    Investment

    Displays the investment names contained in the base, comparison, or both scenarios.

    ID

    Displays the investment ID.

    Type

    Displays the investment type.

    Score

    Displays the efficient frontier score for the investment.

    Cost

    Displays the cost associated with the investment.

    Benefit

    Displays the benefit associated with the investment.