Forum Discussion
ThomasChiu
Curious Observer
Would be good to know if we can input the returns into XPLAN for SMAs which will come through to the Wealthsolver comparison as well as advice documents.
marc.fraser-jones
2 months agoIress Team
Hi ThomasChiu , past performance in WealthSolver is calculated based on underlying data including unit prices and distribution data. This means past performance is not a simple input. If users were able to input the returns, it will be inconsistent with other options' past performance methodology.