---
title: Model Portfolio Comparison & Risk Analysis | StratiFi
description: Compare model portfolios side-by-side and see risk impact before rebalancing. Analyze allocation changes in real time to make defensible decisions.
---

[StratiFi Blog — Insights for RIAs and Broker-Dealers ](https://www.stratifi.com/blog)

# [Model Portfolio Comparison & Risk Analysis | StratiFi](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more)

 Written by [Minhee Park](https://www.stratifi.com/blog/author/minhee-park) | 6/8/21 2:31 PM

### **1. Model Portfolio Compare, Edit, and Analyze (in beta)**

Problems we aim to solve:

- “When I create models or rebalance my client’s portfolios, I want to see what each change will make on the risks and performances.”
- “I want an easy way to compare, edit, and analyze the models and clients’ accounts.”

This new feature is only available for Beta testers. *If you want to join, please contact [support@stratifi.com](mailto:support@stratifi.com).* This new feature** enables you to compare and edit the allocations of portfolios by comparing them side by side with other portfolios.** By using this feature, you also see the risk & performance analysis: what would happen if you make changes to the tickers and weights.

### **2. Help Link**

Need help with understanding the StratiFi platform? A **Help button **always appears inside the platform navigation for you to easily find useful tutorials in the StratiFi Learning Center.

### **3. **Enhanced Account Settings and Proposal****

Problems we aim to solve:

- “I need to show my clients which accounts are taxable and which are tax-exempt when I present the investment proposals. I had to add this by using MS Excel or PowerPoint.”
- “Each account can have its own model/strategy depending on the investment goals. I cannot generate proposals with only 1 matching model, in this case, I need blended models/benchmarks.”

Save tax information and a matching model for each account to generate more tailored proposals. This new feature also allows you to generate proposals with blended models and benchmarks.

[View full post](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Minhee Park"
  },
  "dateModified" : "2026-06-05T13:05:00.836Z",
  "datePublished" : "2021-06-08T14:31:58Z",
  "headline" : "May 2021 Product Release Updates",
  "image" : {
    "@type" : "ImageObject",
    "height" : 60,
    "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
    "width" : 60
  },
  "mainEntityOfPage" : "https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60.0,
      "url" : "https://5895662.fs1.hubspotusercontent-na1.net/hubfs/5895662/stratifi_logo_white-_1_.png",
      "width" : 65.09434
    },
    "name" : "Insights for RIAs and Broker-Dealers"
  }
}
```