Portfolio Comparison

Allow in-depth simulations of portfolios and compare current investor portfolios against proposed portfolios (model or AI-generated).

Prive’s Portfolio Comparison module enables advisors to run side-by-side comparisons between a client’s current holdings and a proposed portfolio—whether model-based or AI-optimized. This includes interactive simulations that show differences in allocation, performance, risk, income, and exposure across key dimensions. Advisors can easily add or remove products, test scenarios, and simulate pre- and post-trade outcomes in real time. The tool highlights expected improvements, trade-offs, and alignment with goals or risk profiles—making investment recommendations more transparent and compelling. Whether used to justify rebalancing, pitch a new mandate, or explain AI-generated proposals, this module helps turn data into client-ready insights—clear, contextual, and actionable.