In Andes Risk platform, "portfolio" and "account" are used interchangeably.
The analytics for client portfolios coming from integration, for example, Schwab/TD, Fidelity, Orion and Black Diamond, are automatically calculated in the nightly batch cycle.
A portfolio may not have analytics for the following reasons:
1. It is a small account. Our proprietary analytics is calculation intensive hence it is not automatically performed on small accounts. The threshold for small account is $50,000, and it is subject to change.
2. The advisor (or someone else) has marked the portfolio as "do not monitor"
In any case, you can manually calculate the analytics by clicking on "Calculate Deep Analytics" on the Portfolio page (at the bottom of the Positions tab):
