Investment Items - Snapshot - RightCapital Help Center

This article provides more detailed descriptions of each Investment item available within the Snapshot module. This module is accessed via the Dashboard > Snapshot tab:

Current Allocation

This item displays the client's Current allocation, which is a blended allocation of all non-annuity investments entered into the client's Profile. Hovering over the tile and clicking the 'Open Item' button will launch you into the Investment > Asset Allocation tab.

Tax Allocation Summary

This item displays the client's Tax allocation summary chart, which categorizes invested assets by taxation (taxable, tax-deferred, and tax-free). Hovering over the tile and clicking the 'Open Item' button will launch you into the Investment > Tax Allocation tab.

Concentration

This item displays the client's current concentrated positions, based on the concentration threshold selected in the Investment > Concentration tab. A maximum of 4 concentrated positions will be visible within this tile. Hovering over the tile and clicking the 'Open Item' button will launch you into the Investment > Concentration tab.

Risk Summary

This item displays the client's current Risk Summary chart. This widget is only available for premium and platinum subscribers with the Risk Module enabled. Hovering over the tile and clicking the 'Open Item' button will launch you into the Investment > Risk > Summary tab.