Blog Contributors

Ryan Nauman
VP, Product and Market Strategist
Stephen Berei
VP, Client Services & Implementation
Jeremy Poulin
Senior Client Consultant

Spruce Up Your AllocationADVISOR Reports

Nov 20, 2012 Stephen Berei
The sister program to StyleADVISOR, AllocationADVISOR (AA) never seems to get as much credit as it deserves. The program has the ability to make several formatting edits that most of our clients are unaware of. Although not as flexible as StyleADVISOR, the program does have some useful formatting features. A few of these features include:
  • Changing the background color
  • Changing the font of the Asset Class names on the efficient frontier
  • Changing the font of the Title
  • Increasing the thickness and color of the efficient frontier line

This is what a default Chart would look like:

Let’s touch on these formatting features in more detail:
 
Changing the background color
  1. Within the program, go to Options…Preferences…Formatting
  2. Under Formatting Schemes, click New and give a Name, click OK
  3. Under Graph Background Color, click on the dropdown and change the color to light blue
  4. Click Apply
Changing the font of the Asset Class names on the efficient frontier
  1. Under Text element, General click on the Asset Label
  2. Change the Size (%) to 80  *it’s important to note the Title is 100% size, so all other labels of text size are based off the Title
  3. Click Apply
Changing the font of the Title
  1. Under Text element, General click on the Title
  2. Change the Font to Garamond
  3. Change the Font color to White
  4. Click Apply
Increasing the thickness and color of the efficient frontier line
  1. Under Efficient Frontier
  2. Change the Line thickness to 3
  3. Change the Line color to dark red
  4. Click Apply
  5. Click OK

After making all of these changes from the default, below is the output:

Looks pretty good!
 
A few key points:
  • all of these changes were made by initially going to Options…Preferences…Formatting and building a Custom Formatting Scheme
  • these formatting changes flow through each tab in your AA Analysis
If you would like more information and/or help building your own Formatting Scheme in AA, please call our Product Support Team at (800) 789-5323 or email support@styleadvisor.com. We also have a couple of quick tip videos that may be useful here under the Category, AllocationADVISOR: Help Topics.

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